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Wealthstreet Investment Advisors’s Synchrony SYF Stock Holding History

Wealthstreet Investment Advisors’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
Q3 		– Sell
-6,000
Closed -$208K – 345
2019
Q2 		$208K Buy
+6,000
New +$203K 0.03% 327
2018
Q3 		– Sell
-6,000
Closed -$200K – 347
2018
Q2 		$200K Hold
6,000
– – 0.03% 335
2018
Q1 		$201K Hold
6,000
– – 0.03% 329
2017
Q4 		$232K Buy
+6,000
New +$205K 0.03% 310

Other funds holding SYF

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Wealthstreet Investment Advisors's SYF Position: Q3 2019 in Review

Wealthstreet Investment Advisors sold out of Synchrony (SYF) in Q3 2019, closing a stake of 6,000 shares — an estimated $208K sold.

Wealthstreet Investment Advisors first reported a position in SYF in Q4 2017 and held it in 4 quarters. The position peaked at $232K in Q4 2017. 676 funds tracked by Wall St. Rank hold SYF as of Q3 2019.

  • Wealthstreet Investment Advisors reported no remaining Synchrony position as of Q3 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 6,000 Synchrony shares in Q3 2019, an estimated $208K.
  • Wealthstreet Investment Advisors first reported a position in Synchrony in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Synchrony position peaked at $232K in Q4 2017.
  • 676 funds tracked by Wall St. Rank held Synchrony as of Q3 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.