WPW
SNV

Waldron Private Wealth’s Synovus SNV Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-2,430
Closed -$109K – 464
2024
Q3 		$109K Buy
+2,430
New +$106K ﹤0.01% 415

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waldron Private Wealth's SNV Position: Q4 2024 in Review

Waldron Private Wealth sold out of Synovus (SNV) in Q4 2024, closing a stake of 2,430 shares — an estimated $109K sold.

Waldron Private Wealth first reported a position in SNV in Q3 2024 and held it in 1 quarter. The position peaked at $109K in Q3 2024. 458 funds tracked by Wall St. Rank hold SNV as of Q4 2024.

  • Waldron Private Wealth reported no remaining Synovus position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 2,430 Synovus shares in Q4 2024, an estimated $109K.
  • Waldron Private Wealth first reported a position in Synovus in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Synovus position peaked at $109K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Synovus as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.