WI
SNV

WBI Investments’s Synovus SNV Stock Holding History

WBI Investments’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
Q3 		– Sell
-12,308
Closed -$495K – 269
2024
Q2 		$495K Sell
12,308
-600
-5% -$22.7K 0.12% 124
2024
Q1 		$517K Buy
12,908
+600
+5% +$22.6K 0.11% 137
2023
Q4 		$463K Sell
12,308
-900
-7% -$27.5K 0.09% 149
2023
Q3 		$367K Sell
13,208
-130,405
-91% -$4.08M 0.07% 154
2023
Q2 		$4.34M Buy
+143,613
New +$4.2M 0.79% 25
2021
Q4 		– Sell
-52,879
Closed -$2.32M – 232
2021
Q3 		$2.32M Buy
+52,879
New +$2.24M 0.39% 75
2021
Q2 		– Sell
-13,206
Closed -$604K – 237
2021
Q1 		$604K Buy
13,206
+3,597
+37% +$151K 0.09% 135
2020
Q4 		$311K Sell
9,609
-5,404
-36% -$156K 0.05% 144
2020
Q3 		$318K Sell
15,013
-10,212
-40% -$213K 0.05% 98
2020
Q2 		$518K Buy
+25,225
New +$488K 0.08% 79
2019
Q4 		– Sell
-11,096
Closed -$397K – 248
2019
Q3 		$397K Buy
+11,096
New +$398K 0.04% 169
2018
Q1 		– Sell
-37,058
Closed -$1.78M – 310
2017
Q4 		$1.78M Sell
37,058
-2,316
-6% -$110K 0.08% 166
2017
Q3 		$1.81M Sell
39,374
-1,158
-3% -$50.2K 0.08% 148
2017
Q2 		$1.79M Sell
40,532
-17,344
-30% -$729K 0.08% 168
2017
Q1 		$2.37M Sell
57,876
-3,473
-6% -$145K 0.1% 141
2016
Q4 		$2.52M Buy
+61,349
New +$2.26M 0.11% 134
2016
Q1 		– Sell
-506,262
Closed -$16.4M – 219
2015
Q4 		$16.4M Buy
506,262
+394,781
+354% +$12.6M 0.47% 48
2015
Q3 		$3.3M Buy
+111,481
New +$3.42M 0.11% 86

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WBI Investments's SNV Position: Q3 2024 in Review

WBI Investments sold out of Synovus (SNV) in Q3 2024, closing a stake of 12,308 shares — an estimated $495K sold.

WBI Investments first reported a position in SNV in Q3 2015 and held it in 18 quarters. The position peaked at $16.4M in Q4 2015. 433 funds tracked by Wall St. Rank hold SNV as of Q3 2024.

  • WBI Investments reported no remaining Synovus position as of Q3 2024 after selling out during the quarter.
  • WBI Investments sold 12,308 Synovus shares in Q3 2024, an estimated $495K.
  • WBI Investments first reported a position in Synovus in Q3 2015 and held it in 18 quarters.
  • WBI Investments's Synovus position peaked at $16.4M in Q4 2015.
  • 433 funds tracked by Wall St. Rank held Synovus as of Q3 2024.

Based on WBI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.