CWA
SYY icon

Clearview Wealth Advisors’s Sysco SYY Stock Holding History

Clearview 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
2023
Q3 		– Sell
-298
Closed -$22.1K – 572
2023
Q2 		$22.1K Buy
298
+2
+0.7% +$148 0.02% 268
2023
Q1 		$22.9K Buy
296
+2
+0.7% +$153 0.02% 259
2022
Q4 		$22.5K Buy
294
+1
+0.3% +$81 0.02% 233
2022
Q3 		$21K Buy
293
+1
+0.3% +$83 0.02% 255
2022
Q2 		$25K Buy
292
+2
+0.7% +$168 0.02% 252
2022
Q1 		$24K Buy
290
+1
+0.3% +$81 0.02% 279
2021
Q4 		$23K Buy
289
+1
+0.3% +$77 0.01% 316
2021
Q3 		$23K Buy
288
+2
+0.7% +$153 0.01% 320
2021
Q2 		$22K Buy
286
+1
+0.4% +$81 0.01% 330
2021
Q1 		$22K Buy
285
+2
+0.7% +$155 0.01% 319
2020
Q4 		$21K Buy
+283
New +$19.5K 0.01% 296

Other funds holding SYY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearview Wealth Advisors's SYY Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Sysco (SYY) in Q3 2023, closing a stake of 298 shares — an estimated $22.1K sold.

Clearview Wealth Advisors first reported a position in SYY in Q4 2020 and held it in 11 quarters. The position peaked at $25K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Sysco position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 298 Sysco shares in Q3 2023, an estimated $22.1K.
  • Clearview Wealth Advisors first reported a position in Sysco in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Sysco position peaked at $25K in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.