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Financial Synergies Wealth Advisors’s Stryker SYK Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-6
Closed -$2.15K – 424
2024
Q1 		$2.15K Sell
6
-2
-25% -$673 ﹤0.01% 319
2023
Q4 		$1.96K Buy
8
+3
+60% +$842 ﹤0.01% 248
2023
Q3 		$1.37K Sell
5
-5
-50% -$1.43K ﹤0.01% 344
2023
Q2 		$3.06K Hold
10
– – ﹤0.01% 278
2023
Q1 		$2.86K Buy
10
+2
+25% +$531 ﹤0.01% 287
2022
Q4 		$1.96K Buy
+8
New +$1.81K ﹤0.01% 248

Other funds holding SYK

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 $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's SYK Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Stryker (SYK) in Q2 2024, closing a stake of 6 shares — an estimated $2.15K sold.

Financial Synergies Wealth Advisors first reported a position in SYK in Q4 2022 and held it in 6 quarters. The position peaked at $3.06K in Q2 2023. 1,985 funds tracked by Wall St. Rank hold SYK as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Stryker position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 6 Stryker shares in Q2 2024, an estimated $2.15K.
  • Financial Synergies Wealth Advisors first reported a position in Stryker in Q4 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Stryker position peaked at $3.06K in Q2 2023.
  • 1,985 funds tracked by Wall St. Rank held Stryker as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.