SWM
SYBX

Soundmark Wealth Management’s Synlogic SYBX Stock Holding History

Soundmark Wealth Management’s Portfolio SYBX Stock Details SYBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-911
Closed -$5.88K – 64
2023
Q2 		$5.88K Hold
911
– – ﹤0.01% 61
2023
Q1 		$8.63K Buy
911
+100
+12% +$1.19K 0.01% 58
2022
Q4 		$9.24K Hold
811
– – 0.01% 57
2022
Q3 		$12K Hold
811
– – 0.01% 57
2022
Q2 		$14K Hold
811
– – 0.01% 57
2022
Q1 		$29K Buy
811
+144
+22% +$4.49K 0.02% 58
2021
Q4 		$24K Hold
667
– – 0.02% 58
2021
Q3 		$31K Hold
667
– – 0.01% 67
2021
Q2 		$40K Hold
667
– – 0.02% 63
2021
Q1 		$36K Buy
+667
New +$38K 0.02% 66

Other funds holding SYBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soundmark Wealth Management's SYBX Position: Q3 2023 in Review

Soundmark Wealth Management sold out of Synlogic (SYBX) in Q3 2023, closing a stake of 911 shares — an estimated $5.88K sold.

Soundmark Wealth Management first reported a position in SYBX in Q1 2021 and held it in 10 quarters. The position peaked at $40K in Q2 2021. 28 funds tracked by Wall St. Rank hold SYBX as of Q3 2023.

  • Soundmark Wealth Management reported no remaining Synlogic position as of Q3 2023 after selling out during the quarter.
  • Soundmark Wealth Management sold 911 Synlogic shares in Q3 2023, an estimated $5.88K.
  • Soundmark Wealth Management first reported a position in Synlogic in Q1 2021 and held it in 10 quarters.
  • Soundmark Wealth Management's Synlogic position peaked at $40K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Synlogic as of Q3 2023.

Based on Soundmark Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.