BPWA
SYK icon

Beacon Pointe Wealth Advisors’s Stryker SYK Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$524K Buy
2,499
+107
+4% +$22.2K 0.1% 154
2019
Q3 		$517K Hold
2,392
– – 0.11% 154
2019
Q2 		$490K Sell
2,392
-217
-8% -$41.4K 0.1% 161
2019
Q1 		$516K Sell
2,609
-1,005
-28% -$181K 0.12% 146
2018
Q4 		$567K Buy
+3,614
New +$604K 0.2% 118

Other funds holding SYK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SYK Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Stryker (SYK) stake by 4.5% in Q4 2019, buying an estimated $22.2K and bringing the position to 2,499 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #154.

Beacon Pointe Wealth Advisors first reported a position in SYK in Q4 2018 and has held it in 5 quarters since. The position peaked at $567K in Q4 2018. 1,436 funds tracked by Wall St. Rank hold SYK as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,499 shares of Stryker worth $524K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 107 Stryker shares in Q4 2019, an estimated $22.2K.
  • Stryker made up 0.1% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #154 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Stryker in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Stryker position peaked at $567K in Q4 2018.
  • 1,436 funds tracked by Wall St. Rank held Stryker as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.