TWP
SNV

TFO Wealth Partners’s Synovus SNV Stock Holding History

TFO Wealth Partners’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$240 – 652
2024
Q1 		$240 Hold
6
– – ﹤0.01% 454
2023
Q4 		$226 Sell
6
-7
-54% -$214 ﹤0.01% 604
2023
Q3 		$393 Buy
13
+7
+117% +$219 ﹤0.01% 535
2023
Q2 		$182 Hold
6
– – ﹤0.01% 533
2023
Q1 		$185 Buy
6
+3
+100% +$114 ﹤0.01% 496
2022
Q4 		$146 Buy
+3
New +$119 ﹤0.01% 694

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TFO Wealth Partners's SNV Position: Q2 2024 in Review

TFO Wealth Partners sold out of Synovus (SNV) in Q2 2024, closing a stake of 6 shares — an estimated $240 sold.

TFO Wealth Partners first reported a position in SNV in Q4 2022 and held it in 6 quarters. The position peaked at $393 in Q3 2023. 382 funds tracked by Wall St. Rank hold SNV as of Q2 2024.

  • TFO Wealth Partners reported no remaining Synovus position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Synovus shares in Q2 2024, an estimated $240.
  • TFO Wealth Partners first reported a position in Synovus in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Synovus position peaked at $393 in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Synovus as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.