ForthRight Wealth Management’s Sysco SYY Stock Holding History

ForthRight Wealth Management’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
2021 Q1	–	Sell	-250	Closed	-$19K	–	161
2020 Q4	$19K	Buy	+250	New	+$17.2K	0.01%	98

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ForthRight Wealth Management's SYY Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Sysco (SYY) in Q1 2021, closing a stake of 250 shares — an estimated $19K sold.

ForthRight Wealth Management first reported a position in SYY in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

ForthRight Wealth Management reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
ForthRight Wealth Management sold 250 Sysco shares in Q1 2021, an estimated $19K.
ForthRight Wealth Management first reported a position in Sysco in Q4 2020 and held it in 1 quarter.
ForthRight Wealth Management's Sysco position peaked at $19K in Q4 2020.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.