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Tyler-Stone Wealth Management’s Synchrony SYF Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-75
Closed -$3.54K – 872
2024
Q2 		$3.54K Hold
75
– – ﹤0.01% 795
2024
Q1 		$3.23K Hold
75
– – ﹤0.01% 798
2023
Q4 		$2.86K Hold
75
– – ﹤0.01% 779
2023
Q3 		$2K Hold
75
– – ﹤0.01% 829
2023
Q2 		$3K Buy
+75
New +$2.29K ﹤0.01% 779
2022
Q4 		$2K Hold
75
– – ﹤0.01% 767
2022
Q3 		$2K Hold
75
– – ﹤0.01% 764
2022
Q2 		$2K Hold
75
– – ﹤0.01% 775
2022
Q1 		$3K Hold
75
– – ﹤0.01% 732
2021
Q4 		$3K Buy
+75
New +$3.61K ﹤0.01% 771

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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tyler-Stone Wealth Management's SYF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Synchrony (SYF) in Q3 2024, closing a stake of 75 shares — an estimated $3.54K sold.

Tyler-Stone Wealth Management first reported a position in SYF in Q4 2021 and held it in 10 quarters. The position peaked at $3.54K in Q2 2024. 779 funds tracked by Wall St. Rank hold SYF as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Synchrony position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 75 Synchrony shares in Q3 2024, an estimated $3.54K.
  • Tyler-Stone Wealth Management first reported a position in Synchrony in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Synchrony position peaked at $3.54K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Synchrony as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.