SS
SNV

Simplicity Solutions’s Synovus SNV Stock Holding History

Simplicity Solutions’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
Q4 		$255K Buy
+6,773
New +$207K 0.01% 886
2023
Q3 		– Sell
-7,664
Closed -$232K – 1078
2023
Q2 		$232K Buy
7,664
+260
+4% +$7.6K 0.01% 923
2023
Q1 		$228K Buy
7,404
+1,380
+23% +$52.5K 0.01% 956
2022
Q4 		$226K Sell
6,024
-130
-2% -$5.16K 0.03% 579
2022
Q3 		$231K Buy
6,154
+91
+2% +$3.61K 0.03% 547
2022
Q2 		$219K Buy
6,063
+873
+17% +$36.1K 0.03% 559
2022
Q1 		$254K Buy
+5,190
New +$263K 0.03% 525

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's SNV Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Synovus (SNV) in Q4 2023: 6,773 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in SNV as recently as Q2 2023.

Simplicity Solutions first reported a position in SNV in Q1 2022 and has held it in 7 quarters since. 396 funds tracked by Wall St. Rank hold SNV as of Q4 2023.

  • Simplicity Solutions held 6,773 shares of Synovus worth $255K as of Q4 2023.
  • Synovus was a new Simplicity Solutions position in Q4 2023.
  • Synovus made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #886 holding.
  • Simplicity Solutions first reported a position in Synovus in Q1 2022 and has held it in 7 quarters since.
  • 396 funds tracked by Wall St. Rank held Synovus as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.