WAM
SYF icon

Wealthspire Advisors (Maryland)’s Synchrony SYF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,917
Closed -$93K – 1836
2019
Q1 		$93K Buy
2,917
+62
+2% +$1.86K 0.01% 665
2018
Q4 		$67K Sell
2,855
-564
-16% -$15.3K 0.01% 744
2018
Q3 		$106K Sell
3,419
-1,591
-32% -$50.7K 0.01% 663
2018
Q2 		$167K Sell
5,010
-52
-1% -$1.79K 0.02% 517
2018
Q1 		$170K Sell
5,062
-205
-4% -$7.61K 0.02% 526
2017
Q4 		$203K Buy
5,267
+213
+4% +$7.29K 0.02% 484
2017
Q3 		$157K Buy
5,054
+187
+4% +$5.59K 0.02% 558
2017
Q2 		$145K Sell
4,867
-1,008
-17% -$29.9K 0.02% 558
2017
Q1 		$202K Buy
5,875
+390
+7% +$14K 0.03% 389
2016
Q4 		$199K Buy
5,485
+135
+3% +$4.31K 0.03% 369
2016
Q3 		$150K Buy
5,350
+225
+4% +$6.18K 0.02% 469
2016
Q2 		$130K Sell
5,125
-1,587
-24% -$46.2K 0.02% 476
2016
Q1 		$192K Sell
6,712
-1,070
-14% -$29.7K 0.03% 373
2015
Q4 		$237K Buy
+7,782
New +$244K 0.04% 321

Other funds holding SYF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SYF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Synchrony (SYF) in Q2 2019, closing a stake of 2,917 shares — an estimated $93K sold.

Wealthspire Advisors (Maryland) first reported a position in SYF in Q4 2015 and held it in 14 quarters. The position peaked at $237K in Q4 2015. 690 funds tracked by Wall St. Rank hold SYF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Synchrony position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,917 Synchrony shares in Q2 2019, an estimated $93K.
  • Wealthspire Advisors (Maryland) first reported a position in Synchrony in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Synchrony position peaked at $237K in Q4 2015.
  • 690 funds tracked by Wall St. Rank held Synchrony as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.