TCWP’s Synchrony SYF Stock Holding History

TCWP’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 Q1	–	Sell	-6,825	Closed	-$224K	–	284
2022 Q4	$224K	Buy	+6,825	New	+$234K	0.05%	239
2022 Q2	–	Sell	-2,537	Closed	-$88K	–	1567
2022 Q1	$88K	Buy	+2,537	New	+$106K	0.02%	374

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCWP's SYF Position: Q1 2023 in Review

TCWP sold out of Synchrony (SYF) in Q1 2023, closing a stake of 6,825 shares — an estimated $224K sold.

TCWP first reported a position in SYF in Q1 2022 and held it in 2 quarters. The position peaked at $224K in Q4 2022. 651 funds tracked by Wall St. Rank hold SYF as of Q1 2023.

TCWP reported no remaining Synchrony position as of Q1 2023 after selling out during the quarter.
TCWP sold 6,825 Synchrony shares in Q1 2023, an estimated $224K.
TCWP first reported a position in Synchrony in Q1 2022 and held it in 2 quarters.
TCWP's Synchrony position peaked at $224K in Q4 2022.
651 funds tracked by Wall St. Rank held Synchrony as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.