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Spire Wealth Management’s Synaptics SYNA Stock Holding History

Spire Wealth Management’s Portfolio SYNA Stock Details SYNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-110
Closed -$12.2K – 2534
2023
Q1 		$12.2K Buy
110
+76
+224% +$8.76K ﹤0.01% 1779
2022
Q4 		$3K Buy
+34
New +$3.27K ﹤0.01% 1998
2021
Q2 		– Sell
-2,397
Closed -$328K – 2951
2021
Q1 		$328K Buy
+2,397
New +$292K 0.01% 820

Other funds holding SYNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Spire Wealth Management's SYNA Position: Q2 2023 in Review

Spire Wealth Management sold out of Synaptics (SYNA) in Q2 2023, closing a stake of 110 shares — an estimated $12.2K sold.

Spire Wealth Management first reported a position in SYNA in Q1 2021 and held it in 3 quarters. The position peaked at $328K in Q1 2021. 277 funds tracked by Wall St. Rank hold SYNA as of Q2 2023.

  • Spire Wealth Management reported no remaining Synaptics position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 110 Synaptics shares in Q2 2023, an estimated $12.2K.
  • Spire Wealth Management first reported a position in Synaptics in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Synaptics position peaked at $328K in Q1 2021.
  • 277 funds tracked by Wall St. Rank held Synaptics as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.