SYM FINANCIAL Corp sold out a holding in Vanguard Russell 1000 Value Index Fund. Sold Out: Vanguard Russell 1000 Value Index Fund (VONV) The sale prices were between $47.89 and $56, with an estimated average price of $51.07. SYM FINANCIAL Corp sold out a holding in Intel Corp. The impact to a portfolio due to this purchase was 0.02%. The stock is now traded at around $52.150000. The purchase prices were between $47.67 and $51.35, with an estimated average price of $50.11. SYM FINANCIAL Corp added to a holding in BTC iShares MSCI EAFE Value ETF by 45.90%. Īdded: BTC iShares MSCI EAFE Value ETF (EFV) The impact to a portfolio due to this purchase was 5.7%. The stock is now traded at around $59.220000. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. SYM FINANCIAL Corp added to a holding in iShares Core MSCI Emerging Markets ETF by 699154.29%. Īdded: iShares Core MSCI Emerging Markets ETF (IEMG) The impact to a portfolio due to this purchase was 0.08%. The stock is now traded at around $805.770000. The purchase prices were between $825.56 and $971.49, with an estimated average price of $913.93. SYM FINANCIAL Corp initiated holding in BlackRock Inc. The stock is now traded at around $134.200000. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. SYM FINANCIAL Corp initiated holding in Chevron Corp. The impact to a portfolio due to this purchase was 0.11%. The stock is now traded at around $79.680000. The purchase prices were between $59.16 and $66.36, with an estimated average price of $62.52. SYM FINANCIAL Corp initiated holding in Exxon Mobil Corp. The impact to a portfolio due to this purchase was 0.13%. The stock is now traded at around $82.600000. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. SYM FINANCIAL Corp initiated holding in Vanguard Total Bond Market ETF. New Purchase: Vanguard Total Bond Market ETF (BND) The impact to a portfolio due to this purchase was 6.09%. The stock is now traded at around $87.750000. The purchase prices were between $78.88 and $101, with an estimated average price of $91.34. SYM FINANCIAL Corp initiated holding in RPM International Inc. New Purchase: RPM International Inc (RPM) The impact to a portfolio due to this purchase was 23.22%. The stock is now traded at around $41.010000. The purchase prices were between $40.69 and $44.63, with an estimated average price of $43.15. SYM FINANCIAL Corp initiated holding in WisdomTree U.S. Vanguard Total Stock Market ETF (VTI) - 87,103 shares, 8.18% of the total portfolio. Aggregate Bond ETF (AGG) - 244,453 shares, 10.85% of the total portfolio. Broad Market ETF ( SCHB) - 334,198 shares, 14.69% of the total portfolio.ĭow Inc ( DOW) - 531,791 shares, 11.74% of the total portfolio. Efficient Core Fund ( NTSX) - 1,346,195 shares, 23.22% of the total portfolio. These are the top 5 holdings of SYM FINANCIAL Corp Click here to check it out.įor the details of SYM FINANCIAL Corp's stock buys and sells, Warning! GuruFocus has detected 3 Warning Signs with CNOB. Sold Out: INTC, VONV, JMOM, IUSG, VXF, IPAC, MBB, VCIT, LQD, VGSH, IEF, DGRO, USIG, VTWO, EFG, VMBS, VGLT, VGIT, IBDO, IBDM, IBDN, IBDQ, IBDP, Reduced Positions: DD, VTI, EMGF, EMXC, ITOT, JNJ, IUSV, PEP, PFE, LLY, VGK, QUAL, IJR, LKFN, JPM, GE, IWP, IWS, VB, VO, VOO, New Purchases: NTSX, RPM, BND, XOM, BLK, CVX, GAB, IJS, IYM, SCHM, SCHV,Īdded Positions: IEMG, AGG, ACWF, ACWV, EFV, SPY, VT, JPIB, MINT, SCHR, ACWX, BYLD, IWR, SCHD, These are the details of the buys and sells. As of 2021Q4, SYM FINANCIAL Corp owns 103 stocks with a total value of $257 million. Efficient Core Fund, RPM International Inc, iShares Core MSCI Emerging Markets ETF, Vanguard Total Bond Market ETF, Exxon Mobil Corp, sells DuPont de Nemours Inc, Vanguard Total Stock Market ETF, BTC iShares MSCI Emerging Markets Multifactor ETF, Intel Corp, Vanguard Russell 1000 Value Index Fund during the 3-months ended 2021Q4, according to the most recent filings of the investment company, SYM FINANCIAL Corp. Investment company SYM FINANCIAL Corp ( Current Portfolio) buys WisdomTree U.S.
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