RWMG
SYY icon

Redwood Wealth Management Group’s Sysco SYY Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-455
Closed -$32.5K – 985
2024
Q2 		$32.5K Buy
+455
New +$34K 0.02% 372

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Redwood Wealth Management Group's SYY Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Sysco (SYY) in Q3 2024, closing a stake of 455 shares — an estimated $32.5K sold.

Redwood Wealth Management Group first reported a position in SYY in Q2 2024 and held it in 1 quarter. The position peaked at $32.5K in Q2 2024. 1,484 funds tracked by Wall St. Rank hold SYY as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Sysco position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 455 Sysco shares in Q3 2024, an estimated $32.5K.
  • Redwood Wealth Management Group first reported a position in Sysco in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Sysco position peaked at $32.5K in Q2 2024.
  • 1,484 funds tracked by Wall St. Rank held Sysco as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.