WAM
SYNH

Wealthspire Advisors (Maryland)’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SYNH Stock Details SYNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-655
Closed -$34K – 2218
2019
Q1 		$34K Sell
655
-354
-35% -$17.2K ﹤0.01% 1061
2018
Q4 		$40K Sell
1,009
-180
-15% -$8.36K ﹤0.01% 956
2018
Q3 		$61K Buy
1,189
+9
+0.8% +$441 0.01% 898
2018
Q2 		$55K Buy
1,180
+77
+7% +$3.19K 0.01% 942
2018
Q1 		$39K Buy
+1,103
New +$43.2K ﹤0.01% 1083
2017
Q4 		– Sell
-1,029
Closed -$54K – 2590
2017
Q3 		$54K Sell
1,029
-3
-0.3% -$167 0.01% 949
2017
Q2 		$60K Sell
1,032
-362
-26% -$18.8K 0.01% 884
2017
Q1 		$64K Sell
1,394
-169
-11% -$8.41K 0.01% 738
2016
Q4 		$82K Buy
1,563
+356
+29% +$17.2K 0.01% 645
2016
Q3 		$54K Buy
1,207
+443
+58% +$19.2K 0.01% 757
2016
Q2 		$29K Buy
764
+130
+21% +$5.71K ﹤0.01% 882
2016
Q1 		$26K Buy
634
+555
+703% +$22.9K ﹤0.01% 878
2015
Q4 		$4K Buy
+79
New +$3.51K ﹤0.01% 1415

Other funds holding SYNH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q2 2019, closing a stake of 655 shares — an estimated $34K sold.

Wealthspire Advisors (Maryland) first reported a position in SYNH in Q4 2015 and held it in 13 quarters. The position peaked at $82K in Q4 2016. 246 funds tracked by Wall St. Rank hold SYNH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 655 Syneos Health, Inc. Class A Common Stock shares in Q2 2019, an estimated $34K.
  • Wealthspire Advisors (Maryland) first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Syneos Health, Inc. Class A Common Stock position peaked at $82K in Q4 2016.
  • 246 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q2 2019.

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