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Avantax Planning Partners’s Sysco SYY Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-2,527
Closed -$214K – 364
2022
Q2 		$214K Sell
2,527
-16
-0.6% -$1.34K 0.01% 318
2022
Q1 		$208K Sell
2,543
-461
-15% -$37.3K 0.01% 336
2021
Q4 		$236K Buy
3,004
+81
+3% +$6.23K 0.01% 309
2021
Q3 		$229K Buy
+2,923
New +$223K 0.01% 300
2021
Q2 		– Sell
-3,966
Closed -$312K – 346
2021
Q1 		$312K Buy
3,966
+68
+2% +$5.27K 0.02% 238
2020
Q4 		$289K Sell
3,898
-448
-10% -$30.8K 0.01% 233
2020
Q3 		$270K Buy
+4,346
New +$253K 0.01% 244
2020
Q1 		– Sell
-3,794
Closed -$325K – 312
2019
Q4 		$325K Buy
3,794
+32
+0.9% +$2.59K 0.02% 223
2019
Q3 		$299K Hold
3,762
– – 0.02% 235
2019
Q2 		$271K Sell
3,762
-5
-0.1% -$356 0.02% 244
2019
Q1 		$251K Sell
3,767
-10
-0.3% -$651 0.02% 254
2018
Q4 		$237K Buy
3,777
+119
+3% +$8.02K 0.02% 233
2018
Q3 		$268K Buy
+3,658
New +$264K 0.02% 205
2018
Q2 		– Sell
-3,203
Closed -$192K – 1327
2018
Q1 		$192K Buy
+3,203
New +$194K 0.02% 297
2017
Q4 		– Sell
-6,136
Closed -$331K – 351
2017
Q3 		$331K Buy
6,136
+32
+0.5% +$1.67K 0.03% 256
2017
Q2 		$307K Sell
6,104
-132
-2% -$7.05K 0.03% 249
2017
Q1 		$324K Sell
6,236
-657
-10% -$34.8K 0.03% 232
2016
Q4 		$382K Buy
+6,893
New +$358K 0.04% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's SYY Position: Q3 2022 in Review

Avantax Planning Partners sold out of Sysco (SYY) in Q3 2022, closing a stake of 2,527 shares — an estimated $214K sold.

Avantax Planning Partners first reported a position in SYY in Q4 2016 and held it in 18 quarters. The position peaked at $382K in Q4 2016. 1,391 funds tracked by Wall St. Rank hold SYY as of Q3 2022.

  • Avantax Planning Partners reported no remaining Sysco position as of Q3 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 2,527 Sysco shares in Q3 2022, an estimated $214K.
  • Avantax Planning Partners first reported a position in Sysco in Q4 2016 and held it in 18 quarters.
  • Avantax Planning Partners's Sysco position peaked at $382K in Q4 2016.
  • 1,391 funds tracked by Wall St. Rank held Sysco as of Q3 2022.

Based on Avantax Planning Partners's 13F filing for Q3 2022, filed 14 Oct 2022.