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Global Wealth Management Investment Advisory’s Sysco SYY Stock Holding History

Global Wealth Management Investment Advisory’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
-100
Closed -$7.31K – 398
2023
Q4 		$7.31K Hold
100
– – ﹤0.01% 309
2023
Q3 		$6.61K Hold
100
– – ﹤0.01% 319
2023
Q2 		$7.42K Buy
+100
New +$7.39K ﹤0.01% 312
2022
Q3 		– Sell
-100
Closed -$8K – 432
2022
Q2 		$8K Hold
100
– – ﹤0.01% 304
2022
Q1 		$8K Hold
100
– – ﹤0.01% 338
2021
Q4 		$8K Hold
100
– – ﹤0.01% 329
2021
Q3 		$8K Hold
100
– – ﹤0.01% 337
2021
Q2 		$8K Hold
100
– – ﹤0.01% 317
2021
Q1 		$8K Hold
100
– – ﹤0.01% 330
2020
Q4 		$7K Hold
100
– – ﹤0.01% 312
2020
Q3 		$6K Sell
100
-20
-17% -$1.16K ﹤0.01% 319
2020
Q2 		$7K Hold
120
– – ﹤0.01% 398
2020
Q1 		$5K Sell
120
-17
-12% -$1.18K ﹤0.01% 418
2019
Q4 		$12K Sell
137
-2
-1% -$162 0.01% 336
2019
Q3 		$11K Sell
139
-26
-16% -$1.91K 0.01% 320
2019
Q2 		$12K Buy
165
+134
+432% +$9.54K 0.01% 343
2019
Q1 		$2K Sell
31
-96
-76% -$6.25K ﹤0.01% 575
2018
Q4 		$8K Buy
+127
New +$8.56K ﹤0.01% 429

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $37.4B AUM 35.42% 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

Global Wealth Management Investment Advisory's SYY Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Sysco (SYY) in Q1 2024, closing a stake of 100 shares — an estimated $7.31K sold.

Global Wealth Management Investment Advisory first reported a position in SYY in Q4 2018 and held it in 18 quarters. The position peaked at $12K in Q4 2019. 1,476 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Sysco shares in Q1 2024, an estimated $7.31K.
  • Global Wealth Management Investment Advisory first reported a position in Sysco in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Sysco position peaked at $12K in Q4 2019.
  • 1,476 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.