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SYSTM Wealth Solutions’s Synchrony SYF Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-10,861
Closed -$468K – 936
2024
Q1 		$468K Buy
10,861
+438
+4% +$17.4K 0.06% 289
2023
Q4 		$398K Sell
10,423
-2,255
-18% -$71.4K 0.06% 294
2023
Q3 		$388K Sell
12,678
-104
-0.8% -$3.46K 0.06% 320
2023
Q2 		$434K Buy
12,782
+398
+3% +$12.2K 0.06% 334
2023
Q1 		$360K Sell
12,384
-202
-2% -$6.78K 0.06% 352
2022
Q4 		$414K Buy
+12,586
New +$431K 0.05% 375

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SYSTM Wealth Solutions's SYF Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Synchrony (SYF) in Q2 2024, closing a stake of 10,861 shares — an estimated $468K sold.

SYSTM Wealth Solutions first reported a position in SYF in Q4 2022 and held it in 6 quarters. The position peaked at $468K in Q1 2024. 728 funds tracked by Wall St. Rank hold SYF as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Synchrony position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,861 Synchrony shares in Q2 2024, an estimated $468K.
  • SYSTM Wealth Solutions first reported a position in Synchrony in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Synchrony position peaked at $468K in Q1 2024.
  • 728 funds tracked by Wall St. Rank held Synchrony as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.