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YorkBridge Wealth Partners’s Synchrony SYF Stock Holding History

YorkBridge Wealth Partners’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
-100
Closed -$3K – 584
2019
Q2 		$3K Hold
100
– – ﹤0.01% 684
2019
Q1 		$3K Hold
100
– – ﹤0.01% 683
2018
Q4 		$2K Hold
100
– – ﹤0.01% 692
2018
Q3 		$3K Hold
100
– – ﹤0.01% 693
2018
Q2 		$3K Hold
100
– – ﹤0.01% 752
2018
Q1 		$3K Hold
100
– – ﹤0.01% 742
2017
Q4 		$4K Hold
100
– – ﹤0.01% 736
2017
Q3 		$3K Hold
100
– – ﹤0.01% 753
2017
Q2 		$3K Sell
100
-194
-66% -$5.75K ﹤0.01% 747
2017
Q1 		$8K Sell
294
-55
-16% -$1.97K ﹤0.01% 647
2016
Q4 		$12K Buy
+349
New +$11.1K 0.01% 559

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

YorkBridge Wealth Partners's SYF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Synchrony (SYF) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in SYF in Q4 2016 and held it in 11 quarters. The position peaked at $12K in Q4 2016. 675 funds tracked by Wall St. Rank hold SYF as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Synchrony position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 100 Synchrony shares in Q3 2019, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Synchrony in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Synchrony position peaked at $12K in Q4 2016.
  • 675 funds tracked by Wall St. Rank held Synchrony as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.