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IBEX Wealth Advisors’s Sysco SYY Stock Holding History

IBEX 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
Q2 		– Sell
-6,787
Closed -$519K – 310
2024
Q1 		$519K Buy
+6,787
New +$535K 0.14% 87
2023
Q1 		– Sell
-6,787
Closed -$519K – 168
2022
Q4 		$519K Buy
+6,787
New +$548K 0.12% 123
2021
Q4 		– Sell
-51
Closed -$4K – 397
2021
Q3 		$4K Buy
+51
New +$3.89K ﹤0.01% 412
2021
Q2 		– Sell
-47,066
Closed -$3.71M – 196
2021
Q1 		$3.71M Buy
47,066
+6,152
+15% +$477K 0.91% 47
2020
Q4 		$3.04M Buy
+40,914
New +$2.81M 0.79% 54

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IBEX Wealth Advisors's SYY Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Sysco (SYY) in Q2 2024, closing a stake of 6,787 shares — an estimated $519K sold.

IBEX Wealth Advisors first reported a position in SYY in Q4 2020 and held it in 5 quarters. The position peaked at $3.71M in Q1 2021. 1,430 funds tracked by Wall St. Rank hold SYY as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Sysco position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 6,787 Sysco shares in Q2 2024, an estimated $519K.
  • IBEX Wealth Advisors first reported a position in Sysco in Q4 2020 and held it in 5 quarters.
  • IBEX Wealth Advisors's Sysco position peaked at $3.71M in Q1 2021.
  • 1,430 funds tracked by Wall St. Rank held Sysco as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.