WI
SNV

Wintrust Investments’s Synovus SNV Stock Holding History

Wintrust Investments’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,697
Closed -$203K – 435
2023
Q2 		$203K Buy
+6,697
New +$196K 0.02% 407
2023
Q1 		– Sell
-62,153
Closed -$2.33M – 386
2022
Q4 		$2.33M Hold
62,153
– – 0.3% 67
2022
Q3 		$2.33M Sell
62,153
-621
-1% -$24.6K 0.29% 67
2022
Q2 		$2.26M Sell
62,774
-769
-1% -$31.8K 0.27% 63
2022
Q1 		$3.11M Sell
63,543
-235
-0.4% -$11.9K 0.3% 57
2021
Q4 		$3.05M Buy
+63,778
New +$3.02M 0.29% 55
2021
Q3 		– Sell
-62,478
Closed -$2.74M – 385
2021
Q2 		$2.74M Buy
62,478
+483
+0.8% +$22.7K 0.28% 64
2021
Q1 		$2.84M Buy
+61,995
New +$2.6M 0.29% 67

Other funds holding SNV

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wintrust Investments's SNV Position: Q3 2023 in Review

Wintrust Investments sold out of Synovus (SNV) in Q3 2023, closing a stake of 6,697 shares — an estimated $203K sold.

Wintrust Investments first reported a position in SNV in Q1 2021 and held it in 8 quarters. The position peaked at $3.11M in Q1 2022. 372 funds tracked by Wall St. Rank hold SNV as of Q3 2023.

  • Wintrust Investments reported no remaining Synovus position as of Q3 2023 after selling out during the quarter.
  • Wintrust Investments sold 6,697 Synovus shares in Q3 2023, an estimated $203K.
  • Wintrust Investments first reported a position in Synovus in Q1 2021 and held it in 8 quarters.
  • Wintrust Investments's Synovus position peaked at $3.11M in Q1 2022.
  • 372 funds tracked by Wall St. Rank held Synovus as of Q3 2023.

Based on Wintrust Investments's 13F filing for Q3 2023, filed 13 Nov 2023.