TIAM2
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Tru Independence Asset Management 2’s Synchrony SYF Stock Holding History

Tru Independence Asset Management 2’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
2021
Q4 		– Sell
-5,033
Closed -$246K – 142
2021
Q3 		$246K Sell
5,033
-13,983
-74% -$679K 0.17% 88
2021
Q2 		$923K Buy
19,016
+1,340
+8% +$61.1K 0.63% 33
2021
Q1 		$719K Buy
+17,676
New +$681K 0.57% 40

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tru Independence Asset Management 2's SYF Position: Q4 2021 in Review

Tru Independence Asset Management 2 sold out of Synchrony (SYF) in Q4 2021, closing a stake of 5,033 shares — an estimated $246K sold.

Tru Independence Asset Management 2 first reported a position in SYF in Q1 2021 and held it in 3 quarters. The position peaked at $923K in Q2 2021. 766 funds tracked by Wall St. Rank hold SYF as of Q4 2021.

  • Tru Independence Asset Management 2 reported no remaining Synchrony position as of Q4 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 5,033 Synchrony shares in Q4 2021, an estimated $246K.
  • Tru Independence Asset Management 2 first reported a position in Synchrony in Q1 2021 and held it in 3 quarters.
  • Tru Independence Asset Management 2's Synchrony position peaked at $923K in Q2 2021.
  • 766 funds tracked by Wall St. Rank held Synchrony as of Q4 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2021, filed 20 Jan 2022.