Ropes Wealth Advisors’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $327K | Sell |
1,196
-19
| -2% | -$5.45K | 0.06% | 200 |
|
|
2023
Q2 | $371K | Sell |
1,215
-21
| -2% | -$6.07K | 0.06% | 204 |
|
|
2023
Q1 | $353K | Sell |
1,236
-13
| -1% | -$3.45K | 0.06% | 201 |
|
|
2022
Q4 | $305K | Buy |
1,249
+6
| +0.5% | +$1.36K | 0.05% | 216 |
|
|
2022
Q3 | $252K | Sell |
1,243
-104
| -8% | -$21.9K | 0.05% | 214 |
|
|
2022
Q2 | $268K | Sell |
1,347
-190
| -12% | -$44.6K | 0.06% | 228 |
|
|
2022
Q1 | $411K | Sell |
1,537
-37
| -2% | -$9.57K | 0.07% | 214 |
|
|
2021
Q4 | $421K | Buy |
1,574
+480
| +44% | +$126K | 0.07% | 179 |
|
|
2021
Q3 | $289K | Buy |
1,094
+17
| +2% | +$4.54K | 0.05% | 231 |
|
|
2021
Q2 | $280K | Hold |
1,077
| – | – | 0.04% | 233 |
|
|
2021
Q1 | $271K | Buy |
1,077
+267
| +33% | +$64K | 0.05% | 214 |
|
|
2020
Q4 | $198K | Buy |
810
+118
| +17% | +$26.7K | 0.03% | 233 |
|
|
2020
Q3 | $144K | Hold |
692
| – | – | 0.03% | 230 |
|
|
2020
Q2 | $125K | Sell |
692
-500
| -42% | -$92.2K | 0.03% | 233 |
|
|
2020
Q1 | $198K | Buy |
1,192
+209
| +21% | +$40.8K | 0.05% | 179 |
|
|
2019
Q4 | $206K | Buy |
983
+300
| +44% | +$62.3K | 0.04% | 207 |
|
|
2019
Q3 | $148K | Sell |
683
-25
| -4% | -$5.36K | 0.03% | 247 |
|
|
2019
Q2 | $146K | Hold |
708
| – | – | 0.03% | 250 |
|
|
2019
Q1 | $140K | Buy |
708
+208
| +42% | +$37.4K | 0.04% | 247 |
|
|
2018
Q4 | $78K | Hold |
500
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $89K | Sell |
500
-603
| -55% | -$103K | 0.02% | 285 |
|
|
2018
Q2 | $186K | Buy |
+1,103
| New | +$186K | 0.05% | 231 |
|
|
2017
Q4 | – | Sell |
-15
| Closed | -$2K | – | 816 |
|
|
2017
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 672 |
|
|
2017
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 500 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 491 |
|
|
2016
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 477 |
|
|
2016
Q3 | $2K | Sell |
15
-27
| -64% | -$3.15K | ﹤0.01% | 444 |
|
|
2016
Q2 | $5K | Buy |
42
+27
| +180% | +$3.02K | ﹤0.01% | 398 |
|
|
2016
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 389 |
|
|
2015
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 446 |
|
|
2015
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 398 |
|
|
2015
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 304 |
|
|
2015
Q1 | $1K | Buy |
+15
| New | +$1.4K | ﹤0.01% | 311 |
|
Other funds holding SYK
GT
Ropes Wealth Advisors's SYK Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Stryker (SYK) stake by 1.6% in Q3 2023, selling an estimated $5.45K and leaving 1,196 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #200.
Ropes Wealth Advisors first reported a position in SYK in Q1 2015 and has held it in 33 quarters since. The position peaked at $421K in Q4 2021. 1,771 funds tracked by Wall St. Rank hold SYK as of Q3 2023.
- Ropes Wealth Advisors held 1,196 shares of Stryker worth $327K as of Q3 2023.
- Ropes Wealth Advisors sold 19 Stryker shares in Q3 2023, an estimated $5.45K.
- Stryker made up 0.06% of Ropes Wealth Advisors's portfolio in Q3 2023, its #200 holding.
- Ropes Wealth Advisors first reported a position in Stryker in Q1 2015 and has held it in 33 quarters since.
- Ropes Wealth Advisors's Stryker position peaked at $421K in Q4 2021.
- 1,771 funds tracked by Wall St. Rank held Stryker as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.