TRUE Private Wealth Advisors’s Synchrony SYF Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-627	Closed	-$21K	–	638
2020 Q4	$21K	Hold	627	–	–	﹤0.01%	442
2020 Q3	$16K	Hold	627	–	–	﹤0.01%	437
2020 Q2	$13K	Hold	627	–	–	﹤0.01%	454
2020 Q1	$10K	Sell	627 -83	-12%	-$2.42K	﹤0.01%	457
2019 Q4	$25K	Buy	+710	New	+$25.4K	﹤0.01%	458
2019 Q3	–	Sell	-710	Closed	-$24K	–	647
2019 Q2	$24K	Buy	+710	New	+$24.1K	﹤0.01%	438
2018 Q4	–	Sell	-40	Closed	-$1.24K	–	833
2018 Q3	$1.24K	Buy	+40	New	+$1.27K	﹤0.01%	1051
2018 Q1	–	Sell	-5,306	Closed	-$204K	–	234
2017 Q4	$204K	Buy	+5,306	New	+$182K	0.04%	211

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

TRUE Private Wealth Advisors's SYF Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Synchrony (SYF) in Q1 2021, closing a stake of 627 shares — an estimated $21K sold.

TRUE Private Wealth Advisors first reported a position in SYF in Q4 2017 and held it in 8 quarters. The position peaked at $204K in Q4 2017. 702 funds tracked by Wall St. Rank hold SYF as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Synchrony position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 627 Synchrony shares in Q1 2021, an estimated $21K.
TRUE Private Wealth Advisors first reported a position in Synchrony in Q4 2017 and held it in 8 quarters.
TRUE Private Wealth Advisors's Synchrony position peaked at $204K in Q4 2017.
702 funds tracked by Wall St. Rank held Synchrony as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.