NFA
SYY icon

Northwest Financial Advisors’s Sysco SYY Stock Holding History

Northwest Financial 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
Q1 		– Sell
-200
Closed -$14.6K – 467
2023
Q4 		$14.6K Buy
+200
New +$13.8K 0.01% 342

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 $34.1B AUM 20.22% 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

Northwest Financial Advisors's SYY Position: Q1 2024 in Review

Northwest Financial Advisors sold out of Sysco (SYY) in Q1 2024, closing a stake of 200 shares — an estimated $14.6K sold.

Northwest Financial Advisors first reported a position in SYY in Q4 2023 and held it in 1 quarter. The position peaked at $14.6K in Q4 2023. 1,475 funds tracked by Wall St. Rank hold SYY as of Q1 2024.

  • Northwest Financial Advisors reported no remaining Sysco position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 200 Sysco shares in Q1 2024, an estimated $14.6K.
  • Northwest Financial Advisors first reported a position in Sysco in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's Sysco position peaked at $14.6K in Q4 2023.
  • 1,475 funds tracked by Wall St. Rank held Sysco as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.