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Straight Path Wealth Management’s Stryker SYK Stock Holding History

Straight Path Wealth Management’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-857
Closed -$234K – 95
2023
Q3 		$234K Buy
+857
New +$246K 0.16% 69

Other funds holding SYK

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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Straight Path Wealth Management's SYK Position: Q4 2023 in Review

Straight Path Wealth Management sold out of Stryker (SYK) in Q4 2023, closing a stake of 857 shares — an estimated $234K sold.

Straight Path Wealth Management first reported a position in SYK in Q3 2023 and held it in 1 quarter. The position peaked at $234K in Q3 2023. 1,882 funds tracked by Wall St. Rank hold SYK as of Q4 2023.

  • Straight Path Wealth Management reported no remaining Stryker position as of Q4 2023 after selling out during the quarter.
  • Straight Path Wealth Management sold 857 Stryker shares in Q4 2023, an estimated $234K.
  • Straight Path Wealth Management first reported a position in Stryker in Q3 2023 and held it in 1 quarter.
  • Straight Path Wealth Management's Stryker position peaked at $234K in Q3 2023.
  • 1,882 funds tracked by Wall St. Rank held Stryker as of Q4 2023.

Based on Straight Path Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.