Paragon Wealth Strategies’s Sysco SYY Stock Holding History

Paragon Wealth Strategies’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
2023 Q1	–	Sell	-54	Closed	-$4.13K	–	210
2022 Q4	$4.13K	Buy	+54	New	+$4.36K	﹤0.01%	165

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Paragon Wealth Strategies's SYY Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Sysco (SYY) in Q1 2023, closing a stake of 54 shares — an estimated $4.13K sold.

Paragon Wealth Strategies first reported a position in SYY in Q4 2022 and held it in 1 quarter. The position peaked at $4.13K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

Paragon Wealth Strategies reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 54 Sysco shares in Q1 2023, an estimated $4.13K.
Paragon Wealth Strategies first reported a position in Sysco in Q4 2022 and held it in 1 quarter.
Paragon Wealth Strategies's Sysco position peaked at $4.13K in Q4 2022.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.