Synovus Financial’s iShares Global 100 ETF IOO Stock Holding History

Synovus Financial’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-26,818	Closed	-$1.96M	–	850
2023 Q3	$1.96M	Hold	26,818	–	–	0.02%	342
2023 Q2	$2.04M	Hold	26,818	–	–	0.02%	334
2023 Q1	$1.88M	Hold	26,818	–	–	0.02%	344
2022 Q4	$1.72M	Hold	26,818	–	–	0.02%	363
2022 Q3	$1.6M	Hold	26,818	–	–	0.02%	351
2022 Q2	$1.72M	Sell	26,818 -185	-0.7%	-$12.8K	0.02%	348
2022 Q1	$2.05M	Hold	27,003	–	–	0.02%	320
2021 Q4	$2.11M	Hold	27,003	–	–	0.02%	327
2021 Q3	$1.92M	Hold	27,003	–	–	0.02%	321
2021 Q2	$1.92M	Hold	27,003	–	–	0.02%	312
2021 Q1	$1.78M	Hold	27,003	–	–	0.02%	291
2020 Q4	$1.7M	Hold	27,003	–	–	0.02%	302
2020 Q3	$1.52M	Hold	27,003	–	–	0.02%	294
2020 Q2	$1.43M	Sell	27,003 -4,540	-14%	-$227K	0.02%	281
2020 Q1	$1.41M	Buy	31,543 +4,540	+17%	+$233K	0.02%	314
2019 Q4	$1.46M	Hold	27,003	–	–	0.02%	287
2019 Q3	$1.33M	Hold	27,003	–	–	0.02%	285
2019 Q2	$1.32M	Hold	27,003	–	–	0.02%	293
2019 Q1	$1.28M	Hold	27,003	–	–	0.02%	288
2018 Q4	$1.15M	Hold	27,003	–	–	0.02%	282
2018 Q3	$1.32M	Buy	27,003 +2,373	+10%	+$114K	0.02%	276
2018 Q2	$1.13M	Hold	24,630	–	–	0.02%	293
2018 Q1	$1.12M	Hold	24,630	–	–	0.02%	300
2017 Q4	$1.14M	Buy	24,630 +2,320	+10%	+$106K	0.02%	289
2017 Q3	$984K	Buy	22,310 +1,860	+9%	+$80.2K	0.02%	299
2017 Q2	$861K	Hold	20,450	–	–	0.02%	321
2017 Q1	$836K	Hold	20,450	–	–	0.02%	297
2016 Q4	$784K	Hold	20,450	–	–	0.02%	294
2016 Q3	$766K	Hold	20,450	–	–	0.02%	289
2016 Q2	$733K	Hold	20,450	–	–	0.02%	295
2016 Q1	$735K	Hold	20,450	–	–	0.02%	291
2015 Q4	$745K	Hold	20,450	–	–	0.02%	292
2015 Q3	$707K	Buy	20,450 +6,000	+42%	+$220K	0.02%	311
2015 Q2	$544K	Sell	14,450 -1,910	-12%	-$75.3K	0.01%	342
2015 Q1	$629K	Sell	16,360 -2,300	-12%	-$88.2K	0.02%	334
2014 Q4	$711K	Hold	18,660	–	–	0.02%	314
2014 Q3	$723K	Hold	18,660	–	–	0.02%	299
2014 Q2	$735K	Sell	18,660 -4,680	-20%	-$185K	0.02%	278
2014 Q1	$909K	Sell	23,340 -4,620	-17%	-$175K	0.03%	256
2013 Q4	$1.08M	Sell	27,960 -40	-0.1%	-$1.5K	0.03%	228
2013 Q3	$1.01M	Buy	28,000 +5,160	+23%	+$183K	0.03%	225
2013 Q2	$772K	Buy	+22,840	New	+$798K	0.02%	258

Other funds holding IOO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Synovus Financial's IOO Position: Q4 2023 in Review

Synovus Financial sold out of iShares Global 100 ETF (IOO) in Q4 2023, closing a stake of 26,818 shares — an estimated $1.96M sold.

Synovus Financial first reported a position in IOO in Q2 2013 and held it in 42 quarters. The position peaked at $2.11M in Q4 2021. 258 funds tracked by Wall St. Rank hold IOO as of Q4 2023.

Synovus Financial reported no remaining iShares Global 100 ETF position as of Q4 2023 after selling out during the quarter.
Synovus Financial sold 26,818 iShares Global 100 ETF shares in Q4 2023, an estimated $1.96M.
Synovus Financial first reported a position in iShares Global 100 ETF in Q2 2013 and held it in 42 quarters.
Synovus Financial's iShares Global 100 ETF position peaked at $2.11M in Q4 2021.
258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2023.

Based on Synovus Financial's 13F filing for Q4 2023, filed 14 Feb 2024.