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WealthShield Partners’s Synchrony SYF Stock Holding History

WealthShield Partners’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
2022
Q2 		– Sell
-19,067
Closed -$664K – 331
2022
Q1 		$664K Buy
19,067
+4,556
+31% +$191K 0.11% 197
2021
Q4 		$673K Buy
14,511
+828
+6% +$39.8K 0.11% 170
2021
Q3 		$669K Buy
13,683
+1,103
+9% +$53.6K 0.18% 115
2021
Q2 		$610K Buy
12,580
+1,470
+13% +$67K 0.1% 147
2021
Q1 		$452K Buy
11,110
+1,355
+14% +$52.2K 0.08% 165
2020
Q4 		$339K Buy
9,755
+971
+11% +$29.2K 0.06% 223
2020
Q3 		$230K Buy
+8,784
New +$213K 0.08% 230

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

WealthShield Partners's SYF Position: Q2 2022 in Review

WealthShield Partners sold out of Synchrony (SYF) in Q2 2022, closing a stake of 19,067 shares — an estimated $664K sold.

WealthShield Partners first reported a position in SYF in Q3 2020 and held it in 7 quarters. The position peaked at $673K in Q4 2021. 659 funds tracked by Wall St. Rank hold SYF as of Q2 2022.

  • WealthShield Partners reported no remaining Synchrony position as of Q2 2022 after selling out during the quarter.
  • WealthShield Partners sold 19,067 Synchrony shares in Q2 2022, an estimated $664K.
  • WealthShield Partners first reported a position in Synchrony in Q3 2020 and held it in 7 quarters.
  • WealthShield Partners's Synchrony position peaked at $673K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Synchrony as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.