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Synergy Asset Management’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Synergy Asset Management’s Portfolio SIHY Stock Details SIHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,983
Closed -$316K – 166
2023
Q4 		$316K Buy
+6,983
New +$304K 0.06% 108

Other funds holding SIHY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Synergy Asset Management's SIHY Position: Q1 2024 in Review

Synergy Asset Management sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q1 2024, closing a stake of 6,983 shares — an estimated $316K sold.

Synergy Asset Management first reported a position in SIHY in Q4 2023 and held it in 1 quarter. The position peaked at $316K in Q4 2023. 28 funds tracked by Wall St. Rank hold SIHY as of Q1 2024.

  • Synergy Asset Management reported no remaining Harbor Ares Systematic High Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Synergy Asset Management sold 6,983 Harbor Ares Systematic High Yield ETF shares in Q1 2024, an estimated $316K.
  • Synergy Asset Management first reported a position in Harbor Ares Systematic High Yield ETF in Q4 2023 and held it in 1 quarter.
  • Synergy Asset Management's Harbor Ares Systematic High Yield ETF position peaked at $316K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q1 2024.

Based on Synergy Asset Management's 13F filing for Q1 2024, filed 18 Apr 2024.