Valeo Financial Advisors’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Valeo Financial Advisors’s Portfolio SYNH Stock Details SYNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-100	Closed	-$5K	–	1908
2020 Q3	$5K	Sell	100 -139	-58%	-$8.28K	﹤0.01%	1274
2020 Q2	$14K	Hold	239	–	–	﹤0.01%	1185
2020 Q1	$12K	Sell	239 -50	-17%	-$2.92K	﹤0.01%	1048
2019 Q4	$17K	Hold	289	–	–	﹤0.01%	966
2019 Q3	$15K	Sell	289 -2	-0.7%	-$103	﹤0.01%	933
2019 Q2	$15K	Hold	291	–	–	﹤0.01%	929
2019 Q1	$15K	Sell	291 -84	-22%	-$4.07K	﹤0.01%	863
2018 Q4	$15K	Sell	375 -7	-2%	-$325	﹤0.01%	792
2018 Q3	$17K	Hold	382	–	–	﹤0.01%	832
2018 Q2	$19K	Sell	382 -3	-0.8%	-$124	﹤0.01%	788
2018 Q1	$14K	Buy	385 +207	+116%	+$8.11K	﹤0.01%	846
2017 Q4	$8K	Buy	178 +7	+4%	+$327	﹤0.01%	888
2017 Q3	$9K	Buy	+171	New	+$9.54K	﹤0.01%	737

Other funds holding SYNH

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Valeo Financial Advisors's SYNH Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q4 2020, closing a stake of 100 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in SYNH in Q3 2017 and held it in 13 quarters. The position peaked at $19K in Q2 2018. 313 funds tracked by Wall St. Rank hold SYNH as of Q4 2020.

Valeo Financial Advisors reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 100 Syneos Health, Inc. Class A Common Stock shares in Q4 2020, an estimated $5K.
Valeo Financial Advisors first reported a position in Syneos Health, Inc. Class A Common Stock in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Syneos Health, Inc. Class A Common Stock position peaked at $19K in Q2 2018.
313 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.