Synovus Financial’s Kovitz Core Equity ETF EQTY Stock Holding History

Synovus Financial’s Portfolio EQTY Stock Details EQTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,732	Closed	-$216K	–	848
2022 Q4	$216K	Buy	+13,732	New	+$217K	﹤0.01%	796

Other funds holding EQTY

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Synovus Financial's EQTY Position: Q1 2023 in Review

Synovus Financial sold out of Kovitz Core Equity ETF (EQTY) in Q1 2023, closing a stake of 13,732 shares — an estimated $216K sold.

Synovus Financial first reported a position in EQTY in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 9 funds tracked by Wall St. Rank hold EQTY as of Q1 2023.

Synovus Financial reported no remaining Kovitz Core Equity ETF position as of Q1 2023 after selling out during the quarter.
Synovus Financial sold 13,732 Kovitz Core Equity ETF shares in Q1 2023, an estimated $216K.
Synovus Financial first reported a position in Kovitz Core Equity ETF in Q4 2022 and held it in 1 quarter.
Synovus Financial's Kovitz Core Equity ETF position peaked at $216K in Q4 2022.
9 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2023.

Based on Synovus Financial's 13F filing for Q1 2023, filed 11 May 2023.