WR Wealth Planners’s Synchrony SYF Stock Holding History

WR Wealth Planners’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
2024 Q4	$89.8K	Buy	1,382 +112	+9%	+$6.86K	0.03%	248
2024 Q3	$63.3K	Buy	1,270 +554	+77%	+$26.8K	0.02%	304
2024 Q2	$33.8K	Buy	716 +326	+84%	+$14.2K	0.01%	375
2024 Q1	$16.8K	Buy	+390	New	+$15.5K	0.01%	488
2023 Q4	–	Sell	-200	Closed	-$6.11K	–	780
2023 Q3	$6.11K	Hold	200	–	–	﹤0.01%	648
2023 Q2	$6.78K	Hold	200	–	–	﹤0.01%	637
2023 Q1	$5.82K	Hold	200	–	–	﹤0.01%	662
2022 Q4	$6.57K	Hold	200	–	–	﹤0.01%	306
2022 Q3	$5.64K	Hold	200	–	–	﹤0.01%	304
2022 Q2	$5.52K	Hold	200	–	–	﹤0.01%	334
2022 Q1	$6.96K	Buy	+200	New	+$8.37K	﹤0.01%	332

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WR Wealth Planners's SYF Position: Q4 2024 in Review

WR Wealth Planners increased its Synchrony (SYF) stake by 8.8% in Q4 2024, buying an estimated $6.86K and bringing the position to 1,382 shares worth $89.8K. The position accounts for 0.03% of the portfolio, ranked #248.

WR Wealth Planners first reported a position in SYF in Q1 2022 and has held it in 11 quarters since. 899 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

WR Wealth Planners held 1,382 shares of Synchrony worth $89.8K as of Q4 2024.
WR Wealth Planners bought 112 Synchrony shares in Q4 2024, an estimated $6.86K.
Synchrony made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #248 holding.
WR Wealth Planners first reported a position in Synchrony in Q1 2022 and has held it in 11 quarters since.
899 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.