VFA
SNV

Valeo Financial Advisors’s Synovus SNV Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-1,556
Closed -$71K – 1621
2021
Q1 		$71K Buy
+1,556
New +$65.2K ﹤0.01% 735
2020
Q1 		– Sell
-2,421
Closed -$95K – 1905
2019
Q4 		$95K Buy
2,421
+1,347
+125% +$49.5K 0.01% 473
2019
Q3 		$38K Buy
+1,074
New +$38.5K ﹤0.01% 687
2019
Q2 		– Sell
-3,187
Closed -$110K – 1652
2019
Q1 		$110K Buy
+3,187
New +$117K 0.01% 391

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valeo Financial Advisors's SNV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Synovus (SNV) in Q2 2021, closing a stake of 1,556 shares — an estimated $71K sold.

Valeo Financial Advisors first reported a position in SNV in Q1 2019 and held it in 4 quarters. The position peaked at $110K in Q1 2019. 378 funds tracked by Wall St. Rank hold SNV as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Synovus position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,556 Synovus shares in Q2 2021, an estimated $71K.
  • Valeo Financial Advisors first reported a position in Synovus in Q1 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Synovus position peaked at $110K in Q1 2019.
  • 378 funds tracked by Wall St. Rank held Synovus as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.