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TFO Wealth Partners’s Synchrony SYF Stock Holding History

TFO Wealth Partners’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
-13
Closed -$561 – 663
2024
Q1 		$561 Hold
13
– – ﹤0.01% 236
2023
Q4 		$496 Sell
13
-15
-54% -$475 ﹤0.01% 331
2023
Q3 		$950 Buy
28
+15
+115% +$499 ﹤0.01% 297
2023
Q2 		$441 Hold
13
– – ﹤0.01% 311
2023
Q1 		$378 Buy
13
+8
+160% +$269 ﹤0.01% 308
2022
Q4 		$474 Buy
+5
New +$171 ﹤0.01% 485
2022
Q3 		– Sell
-150
Closed -$4K – 451
2022
Q2 		$4K Buy
+150
New +$5.21K ﹤0.01% 240

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

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

TFO Wealth Partners sold out of Synchrony (SYF) in Q2 2024, closing a stake of 13 shares — an estimated $561 sold.

TFO Wealth Partners first reported a position in SYF in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 728 funds tracked by Wall St. Rank hold SYF as of Q2 2024.

  • TFO Wealth Partners reported no remaining Synchrony position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 13 Synchrony shares in Q2 2024, an estimated $561.
  • TFO Wealth Partners first reported a position in Synchrony in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Synchrony position peaked at $4K in Q2 2022.
  • 728 funds tracked by Wall St. Rank held Synchrony as of Q2 2024.

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