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Atlas Private Wealth Advisors’s Sysco SYY Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-73
Closed -$6K – 624
2021
Q3 		$6K Hold
73
– – ﹤0.01% 548
2021
Q2 		$6K Hold
73
– – ﹤0.01% 558
2021
Q1 		$6K Hold
73
– – ﹤0.01% 590
2020
Q4 		$5K Hold
73
– – ﹤0.01% 536
2020
Q3 		$5K Hold
73
– – ﹤0.01% 483
2020
Q2 		$4K Buy
+73
New +$3.84K ﹤0.01% 541

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Atlas Private Wealth Advisors's SYY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Sysco (SYY) in Q4 2021, closing a stake of 73 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in SYY in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 73 Sysco shares in Q4 2021, an estimated $6K.
  • Atlas Private Wealth Advisors first reported a position in Sysco in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Sysco position peaked at $6K in Q3 2021.
  • 1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.