AWM
SYK icon

Alterna Wealth Management’s Stryker SYK Stock Holding History

Alterna Wealth Management’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-961
Closed -$257K – 130
2022
Q1 		$257K Buy
+961
New +$249K 0.22% 81
2019
Q1 		– Sell
-2,200
Closed -$305K – 303
2018
Q4 		$305K Buy
+2,200
New +$368K 0.05% 252

Other funds holding SYK

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alterna Wealth Management's SYK Position: Q2 2022 in Review

Alterna Wealth Management sold out of Stryker (SYK) in Q2 2022, closing a stake of 961 shares — an estimated $257K sold.

Alterna Wealth Management first reported a position in SYK in Q4 2018 and held it in 2 quarters. The position peaked at $305K in Q4 2018. 1,580 funds tracked by Wall St. Rank hold SYK as of Q2 2022.

  • Alterna Wealth Management reported no remaining Stryker position as of Q2 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 961 Stryker shares in Q2 2022, an estimated $257K.
  • Alterna Wealth Management first reported a position in Stryker in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's Stryker position peaked at $305K in Q4 2018.
  • 1,580 funds tracked by Wall St. Rank held Stryker as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.