SW
SNV

Simplicity Wealth’s Synovus SNV Stock Holding History

Simplicity Wealth’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
-6,695
Closed -$269K – 1095
2024
Q2 		$269K Sell
6,695
-80
-1% -$3.03K 0.01% 985
2024
Q1 		$271K Buy
+6,775
New +$255K 0.01% 954

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

Simplicity Wealth's SNV Position: Q3 2024 in Review

Simplicity Wealth sold out of Synovus (SNV) in Q3 2024, closing a stake of 6,695 shares — an estimated $269K sold.

Simplicity Wealth first reported a position in SNV in Q1 2024 and held it in 2 quarters. The position peaked at $271K in Q1 2024. 433 funds tracked by Wall St. Rank hold SNV as of Q3 2024.

  • Simplicity Wealth reported no remaining Synovus position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,695 Synovus shares in Q3 2024, an estimated $269K.
  • Simplicity Wealth first reported a position in Synovus in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Synovus position peaked at $271K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held Synovus as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.