Summit Wealth Group’s Synchrony SYF Stock Holding History

Summit Wealth Group’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-150	Closed	-$7K	–	194
2021 Q2	$7K	Hold	150	–	–	0.01%	116
2021 Q1	$6K	Buy	+150	New	+$5.78K	0.01%	118

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Wealth Group's SYF Position: Q3 2021 in Review

Summit Wealth Group sold out of Synchrony (SYF) in Q3 2021, closing a stake of 150 shares — an estimated $7K sold.

Summit Wealth Group first reported a position in SYF in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 736 funds tracked by Wall St. Rank hold SYF as of Q3 2021.

Summit Wealth Group reported no remaining Synchrony position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 150 Synchrony shares in Q3 2021, an estimated $7K.
Summit Wealth Group first reported a position in Synchrony in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Synchrony position peaked at $7K in Q2 2021.
736 funds tracked by Wall St. Rank held Synchrony as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.