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Selective Wealth Management’s Synchrony SYF Stock Holding History

Selective Wealth Management’s Portfolio SYF Stock Details SYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-105
Closed -$2K – 404
2020
Q2 		$2K Hold
105
– – ﹤0.01% 389
2020
Q1 		$2K Hold
105
– – ﹤0.01% 298
2019
Q4 		$4K Hold
105
– – ﹤0.01% 247
2019
Q3 		$4K Buy
+105
New +$3.6K 0.01% 252

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's SYF Position: Q3 2020 in Review

Selective Wealth Management sold out of Synchrony (SYF) in Q3 2020, closing a stake of 105 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in SYF in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 602 funds tracked by Wall St. Rank hold SYF as of Q3 2020.

  • Selective Wealth Management reported no remaining Synchrony position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 105 Synchrony shares in Q3 2020, an estimated $2K.
  • Selective Wealth Management first reported a position in Synchrony in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Synchrony position peaked at $4K in Q4 2019.
  • 602 funds tracked by Wall St. Rank held Synchrony as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.