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TCI Wealth Advisors’s Synchrony SYF Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-659
Closed -$19.2K – 2007
2023
Q1 		$19.2K Sell
659
-276
-30% -$9.27K ﹤0.01% 729
2022
Q4 		$30.7K Buy
935
+276
+42% +$9.45K ﹤0.01% 535
2022
Q3 		$19K Buy
659
+17
+3% +$549 ﹤0.01% 686
2022
Q2 		$18K Sell
642
-9
-1% -$312 ﹤0.01% 690
2022
Q1 		$23K Sell
651
-442
-40% -$18.5K ﹤0.01% 637
2021
Q4 		$51K Hold
1,093
– – 0.01% 414
2021
Q3 		$53K Buy
1,093
+318
+41% +$15.5K 0.01% 402
2021
Q2 		$38K Buy
775
+25
+3% +$1.14K 0.01% 460
2021
Q1 		$30K Buy
750
+118
+19% +$4.55K 0.01% 482
2020
Q4 		$22K Sell
632
-900
-59% -$27.1K 0.01% 480
2020
Q3 		$40K Buy
1,532
+129
+9% +$3.13K 0.02% 352
2020
Q2 		$31K Sell
1,403
-18
-1% -$351 0.01% 380
2020
Q1 		$23K Sell
1,421
-59
-4% -$1.72K 0.01% 434
2019
Q4 		$53K Buy
1,480
+43
+3% +$1.54K 0.02% 372
2019
Q3 		$49K Hold
1,437
– – 0.02% 336
2019
Q2 		$50K Buy
1,437
+16
+1% +$542 0.02% 312
2019
Q1 		$45K Sell
1,421
-596
-30% -$17.9K 0.02% 360
2018
Q4 		$47K Buy
2,017
+87
+5% +$2.35K 0.02% 324
2018
Q3 		$60K Buy
1,930
+8
+0.4% +$255 0.03% 307
2018
Q2 		$64K Buy
1,922
+7
+0.4% +$241 0.03% 286
2018
Q1 		$64K Hold
1,915
– – 0.03% 285
2017
Q4 		$74K Hold
1,915
– – 0.03% 280
2017
Q3 		$59K Hold
1,915
– – 0.03% 290
2017
Q2 		$57K Hold
1,915
– – 0.03% 288
2017
Q1 		$66K Hold
1,915
– – 0.03% 266
2016
Q4 		$69K Buy
1,915
+596
+45% +$19K 0.04% 282
2016
Q3 		$37K Hold
1,319
– – 0.02% 336
2016
Q2 		$33K Buy
1,319
+1,156
+709% +$33.6K 0.02% 344
2016
Q1 		$5K Hold
163
– – ﹤0.01% 732
2015
Q4 		$5K Buy
+163
New +$5.11K ﹤0.01% 725

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's SYF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Synchrony (SYF) in Q2 2023, closing a stake of 659 shares — an estimated $19.2K sold.

TCI Wealth Advisors first reported a position in SYF in Q4 2015 and held it in 30 quarters. The position peaked at $74K in Q4 2017. 660 funds tracked by Wall St. Rank hold SYF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Synchrony position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 659 Synchrony shares in Q2 2023, an estimated $19.2K.
  • TCI Wealth Advisors first reported a position in Synchrony in Q4 2015 and held it in 30 quarters.
  • TCI Wealth Advisors's Synchrony position peaked at $74K in Q4 2017.
  • 660 funds tracked by Wall St. Rank held Synchrony as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.