SIM
JWN

Synergy Investment Management’s Nordstrom JWN Stock Holding History

Synergy Investment Management’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10
Closed -$245 – 351
2025
Q1 		$245 Hold
10
– – ﹤0.01% 589
2024
Q4 		$242 Buy
+10
New +$231 ﹤0.01% 622

Other funds holding JWN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Synergy Investment Management's JWN Position: Q2 2025 in Review

Synergy Investment Management sold out of Nordstrom (JWN) in Q2 2025, closing a stake of 10 shares — an estimated $245 sold.

Synergy Investment Management first reported a position in JWN in Q4 2024 and held it in 2 quarters. The position peaked at $245 in Q1 2025. 5 funds tracked by Wall St. Rank hold JWN as of Q2 2025.

  • Synergy Investment Management reported no remaining Nordstrom position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 10 Nordstrom shares in Q2 2025, an estimated $245.
  • Synergy Investment Management first reported a position in Nordstrom in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Nordstrom position peaked at $245 in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Nordstrom as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.