Wealthfront’s Synchrony SYF Stock Holding History

Wealthfront’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
2018 Q3	$798K	Buy	25,675 +16,132	+169%	+$514K	0.01%	306
2018 Q2	$319K	Sell	9,543 -12,677	-57%	-$436K	﹤0.01%	426
2018 Q1	$745K	Buy	22,220 +10,805	+95%	+$401K	0.01%	314
2017 Q4	$441K	Buy	11,415 +920	+9%	+$31.5K	﹤0.01%	373
2017 Q3	$326K	Sell	10,495 -6,919	-40%	-$207K	﹤0.01%	404
2017 Q2	$519K	Buy	17,414 +5,101	+41%	+$151K	0.01%	262
2017 Q1	$422K	Buy	12,313 +395	+3%	+$14.2K	0.01%	263
2016 Q4	$432K	Buy	11,918 +3,484	+41%	+$111K	0.01%	224
2016 Q3	$236K	Buy	+8,434	New	+$232K	0.01%	331
2016 Q2	–	Sell	-7,760	Closed	-$222K	–	366
2016 Q1	$222K	Buy	+7,760	New	+$216K	0.01%	296
2015 Q4	–	Sell	-185	Closed	-$6K	–	955
2015 Q3	$6K	Buy	+185	New	+$6.14K	﹤0.01%	1080

Other funds holding SYF

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's SYF Position: Q3 2018 in Review

Wealthfront increased its Synchrony (SYF) stake by 169% in Q3 2018, buying an estimated $514K and bringing the position to 25,675 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #306.

Wealthfront first reported a position in SYF in Q3 2015 and has held it in 11 quarters since. 669 funds tracked by Wall St. Rank hold SYF as of Q3 2018.

Wealthfront held 25,675 shares of Synchrony worth $798K as of Q3 2018.
Wealthfront bought 16,132 Synchrony shares in Q3 2018, an estimated $514K.
Synchrony made up 0.01% of Wealthfront's portfolio in Q3 2018, its #306 holding.
Wealthfront first reported a position in Synchrony in Q3 2015 and has held it in 11 quarters since.
669 funds tracked by Wall St. Rank held Synchrony as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.