Summit Wealth & Retirement Planning’s Tyson Foods TSN Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio TSN Stock Details TSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6,000	Closed	-$387K	–	122
2020 Q4	$387K	Hold	6,000	–	–	0.15%	88
2020 Q3	$357K	Hold	6,000	–	–	0.15%	83
2020 Q2	$358K	Hold	6,000	–	–	0.17%	88
2020 Q1	$347K	Sell	6,000 -175	-3%	-$13.1K	0.19%	86
2019 Q4	$562K	Buy	6,175 +175	+3%	+$15K	0.25%	77
2019 Q3	$517K	Hold	6,000	–	–	0.31%	68
2019 Q2	$484K	Hold	6,000	–	–	0.28%	78
2019 Q1	$417K	Sell	6,000 -200	-3%	-$12.4K	0.25%	87
2018 Q4	$331K	Buy	+6,200	New	+$364K	0.25%	83

Other funds holding TSN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth & Retirement Planning's TSN Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Tyson Foods (TSN) in Q1 2021, closing a stake of 6,000 shares — an estimated $387K sold.

Summit Wealth & Retirement Planning first reported a position in TSN in Q4 2018 and held it in 9 quarters. The position peaked at $562K in Q4 2019. 811 funds tracked by Wall St. Rank hold TSN as of Q1 2021.

Summit Wealth & Retirement Planning reported no remaining Tyson Foods position as of Q1 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 6,000 Tyson Foods shares in Q1 2021, an estimated $387K.
Summit Wealth & Retirement Planning first reported a position in Tyson Foods in Q4 2018 and held it in 9 quarters.
Summit Wealth & Retirement Planning's Tyson Foods position peaked at $562K in Q4 2019.
811 funds tracked by Wall St. Rank held Tyson Foods as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.