SPC
SNV

Sigma Planning Corp’s Synovus SNV Stock Holding History

Sigma Planning Corp’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
2024
Q3 		– Sell
-6,762
Closed -$272K – 1271
2024
Q2 		$272K Sell
6,762
-1,348
-17% -$51.1K 0.01% 963
2024
Q1 		$325K Sell
8,110
-1
-0% -$38 0.01% 919
2023
Q4 		$305K Sell
8,111
-1,809
-18% -$55.3K 0.02% 615
2023
Q3 		$276K Hold
9,920
– – 0.01% 954
2023
Q2 		$300K Sell
9,920
-328
-3% -$9.59K 0.01% 933
2023
Q1 		$316K Buy
10,248
+1
+0% +$38 0.01% 985
2022
Q4 		$385K Sell
10,247
-1,401
-12% -$55.6K 0.01% 873
2022
Q3 		$437K Buy
11,648
+114
+1% +$4.52K 0.02% 786
2022
Q2 		$416K Sell
11,534
-72
-0.6% -$2.98K 0.01% 832
2022
Q1 		$569K Buy
11,606
+181
+2% +$9.16K 0.02% 794
2021
Q4 		$547K Buy
+11,425
New +$541K 0.02% 816

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sigma Planning Corp's SNV Position: Q3 2024 in Review

Sigma Planning Corp sold out of Synovus (SNV) in Q3 2024, closing a stake of 6,762 shares — an estimated $272K sold.

Sigma Planning Corp first reported a position in SNV in Q4 2021 and held it in 11 quarters. The position peaked at $569K in Q1 2022. 433 funds tracked by Wall St. Rank hold SNV as of Q3 2024.

  • Sigma Planning Corp reported no remaining Synovus position as of Q3 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 6,762 Synovus shares in Q3 2024, an estimated $272K.
  • Sigma Planning Corp first reported a position in Synovus in Q4 2021 and held it in 11 quarters.
  • Sigma Planning Corp's Synovus position peaked at $569K in Q1 2022.
  • 433 funds tracked by Wall St. Rank held Synovus as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.