Financial Synergies Wealth Advisors’s Sysco SYY Stock Holding History

Financial Synergies 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
2024 Q1	–	Sell	-6	Closed	-$459	–	551
2023 Q4	$459	Sell	6 -4	-40%	-$276	﹤0.01%	382
2023 Q3	$661	Hold	10	–	–	﹤0.01%	426
2023 Q2	$742	Buy	10 +4	+67%	+$296	﹤0.01%	418
2023 Q1	$464	Hold	6	–	–	﹤0.01%	423
2022 Q4	$459	Hold	6	–	–	﹤0.01%	382
2022 Q3	$425	Hold	6	–	–	﹤0.01%	373
2022 Q2	$509	Sell	6 -2,607	-100%	-$218K	﹤0.01%	375
2022 Q1	$213K	Buy	+2,613	New	+$211K	0.03%	58
2020 Q1	–	Sell	-2,409	Closed	-$206K	–	40
2019 Q4	$206K	Sell	2,409 -632	-21%	-$51.2K	0.09%	35
2019 Q3	$241K	Sell	3,041 -154	-5%	-$11.3K	0.12%	26
2019 Q2	$226K	Sell	3,195 -465	-13%	-$33.1K	0.11%	28
2019 Q1	$244K	Buy	+3,660	New	+$238K	0.13%	25

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's SYY Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Sysco (SYY) in Q1 2024, closing a stake of 6 shares — an estimated $459 sold.

Financial Synergies Wealth Advisors first reported a position in SYY in Q1 2019 and held it in 12 quarters. The position peaked at $244K in Q1 2019. 1,476 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 Sysco shares in Q1 2024, an estimated $459.
Financial Synergies Wealth Advisors first reported a position in Sysco in Q1 2019 and held it in 12 quarters.
Financial Synergies Wealth Advisors's Sysco position peaked at $244K in Q1 2019.
1,476 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.