ST
SNV

Sageworth Trust’s Synovus SNV Stock Holding History

Sageworth Trust’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-154
Closed -$6K – 576
2022
Q4 		$6K Hold
154
– – ﹤0.01% 242
2022
Q3 		$6K Hold
154
– – ﹤0.01% 233
2022
Q2 		$6K Hold
154
– – ﹤0.01% 260
2022
Q1 		$8K Hold
154
– – ﹤0.01% 205
2021
Q4 		$7K Sell
154
-516
-77% -$24.4K ﹤0.01% 340
2021
Q3 		$29K Hold
670
– – ﹤0.01% 286
2021
Q2 		$29K Buy
+670
New +$31.5K ﹤0.01% 322

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sageworth Trust's SNV Position: Q1 2023 in Review

Sageworth Trust sold out of Synovus (SNV) in Q1 2023, closing a stake of 154 shares — an estimated $6K sold.

Sageworth Trust first reported a position in SNV in Q2 2021 and held it in 7 quarters. The position peaked at $29K in Q3 2021. 377 funds tracked by Wall St. Rank hold SNV as of Q1 2023.

  • Sageworth Trust reported no remaining Synovus position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 154 Synovus shares in Q1 2023, an estimated $6K.
  • Sageworth Trust first reported a position in Synovus in Q2 2021 and held it in 7 quarters.
  • Sageworth Trust's Synovus position peaked at $29K in Q3 2021.
  • 377 funds tracked by Wall St. Rank held Synovus as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.