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KCS Wealth Advisory’s Stryker SYK Stock Holding History

KCS Wealth Advisory’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-685
Closed -$209K – 149
2023
Q2 		$209K Buy
+685
New +$198K 0.07% 146
2019
Q4 		– Sell
-676
Closed -$146K – 372
2019
Q3 		$146K Buy
+676
New +$145K 0.1% 168

Other funds holding SYK

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
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCS Wealth Advisory's SYK Position: Q3 2023 in Review

KCS Wealth Advisory sold out of Stryker (SYK) in Q3 2023, closing a stake of 685 shares — an estimated $209K sold.

KCS Wealth Advisory first reported a position in SYK in Q3 2019 and held it in 2 quarters. The position peaked at $209K in Q2 2023. 1,771 funds tracked by Wall St. Rank hold SYK as of Q3 2023.

  • KCS Wealth Advisory reported no remaining Stryker position as of Q3 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 685 Stryker shares in Q3 2023, an estimated $209K.
  • KCS Wealth Advisory first reported a position in Stryker in Q3 2019 and held it in 2 quarters.
  • KCS Wealth Advisory's Stryker position peaked at $209K in Q2 2023.
  • 1,771 funds tracked by Wall St. Rank held Stryker as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.