UWS
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Unique Wealth Strategies’s Synchrony SYF Stock Holding History

Unique Wealth Strategies’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
-30
Closed -$1.29K – 611
2024
Q2 		$1.29K Buy
+30
New +$1.3K ﹤0.01% 527

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

Unique Wealth Strategies's SYF Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Synchrony (SYF) in Q3 2024, closing a stake of 30 shares — an estimated $1.29K sold.

Unique Wealth Strategies first reported a position in SYF in Q2 2024 and held it in 1 quarter. The position peaked at $1.29K in Q2 2024. 779 funds tracked by Wall St. Rank hold SYF as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Synchrony position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 30 Synchrony shares in Q3 2024, an estimated $1.29K.
  • Unique Wealth Strategies first reported a position in Synchrony in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Synchrony position peaked at $1.29K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Synchrony as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.