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Intercontinental Wealth Advisors’s Sysco SYY Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-186
Closed -$14K – 288
2019
Q4 		$14K Sell
186
-354
-66% -$28.7K 0.01% 249
2019
Q3 		$43K Buy
540
+312
+137% +$22.9K 0.03% 228
2019
Q2 		$16K Hold
228
– – 0.01% 293
2019
Q1 		$15K Hold
228
– – 0.01% 329
2018
Q4 		$14K Buy
+228
New +$15.4K 0.01% 336

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Intercontinental Wealth Advisors's SYY Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Sysco (SYY) in Q1 2020, closing a stake of 186 shares — an estimated $14K sold.

Intercontinental Wealth Advisors first reported a position in SYY in Q4 2018 and held it in 5 quarters. The position peaked at $43K in Q3 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 186 Sysco shares in Q1 2020, an estimated $14K.
  • Intercontinental Wealth Advisors first reported a position in Sysco in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Sysco position peaked at $43K in Q3 2019.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.