TL
SNV

TrueWealth LLC’s Synovus SNV Stock Holding History

TrueWealth LLC’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
2020
Q2 		$127K Hold
6,175
– – 0.05% 180
2020
Q1 		$108K Hold
6,175
– – 0.05% 179
2019
Q4 		$242K Hold
6,175
– – 0.1% 124
2019
Q3 		$221K Hold
6,175
– – 0.1% 125
2019
Q2 		$216K Hold
6,175
– – 0.1% 129
2019
Q1 		$212K Hold
6,175
– – 0.1% 130
2018
Q4 		$198K Hold
6,175
– – 0.1% 125
2018
Q3 		$283K Hold
6,175
– – 0.13% 106
2018
Q2 		$326K Buy
6,175
+195
+3% +$10.4K 0.16% 97
2018
Q1 		$299K Hold
5,980
– – 0.15% 97
2017
Q4 		$287K Buy
+5,980
New +$283K 0.13% 104

Other funds holding SNV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TrueWealth LLC's SNV Position: Q2 2020 in Review

TrueWealth LLC held its Synovus (SNV) position steady in Q2 2020 at 6,175 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #180.

TrueWealth LLC first reported a position in SNV in Q4 2017 and has held it in 11 quarters since. The position peaked at $326K in Q2 2018. 306 funds tracked by Wall St. Rank hold SNV as of Q2 2020.

  • TrueWealth LLC held 6,175 shares of Synovus worth $127K as of Q2 2020.
  • TrueWealth LLC left its Synovus share count unchanged in Q2 2020.
  • Synovus made up 0.05% of TrueWealth LLC's portfolio in Q2 2020, its #180 holding.
  • TrueWealth LLC first reported a position in Synovus in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Synovus position peaked at $326K in Q2 2018.
  • 306 funds tracked by Wall St. Rank held Synovus as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.