Amplius Wealth Advisors’s Sysco SYY Stock Holding History

Amplius Wealth Advisors’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-127	Closed	-$9K	–	805
2021 Q4	$9K	Buy	+127	New	+$9.77K	﹤0.01%	628

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amplius Wealth Advisors's SYY Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Sysco (SYY) in Q1 2022, closing a stake of 127 shares — an estimated $9K sold.

Amplius Wealth Advisors first reported a position in SYY in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2022.

Amplius Wealth Advisors reported no remaining Sysco position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 127 Sysco shares in Q1 2022, an estimated $9K.
Amplius Wealth Advisors first reported a position in Sysco in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Sysco position peaked at $9K in Q4 2021.
1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.