Regent Peak Wealth Advisors’s Sysco SYY Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-1,419	Closed	-$105K	–	876
2020 Q4	$105K	Buy	+1,419	New	+$97.6K	0.04%	216

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's SYY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Sysco (SYY) in Q1 2021, closing a stake of 1,419 shares — an estimated $105K sold.

Regent Peak Wealth Advisors first reported a position in SYY in Q4 2020 and held it in 1 quarter. The position peaked at $105K in Q4 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 1,419 Sysco shares in Q1 2021, an estimated $105K.
Regent Peak Wealth Advisors first reported a position in Sysco in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Sysco position peaked at $105K in Q4 2020.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.