Wealth Advisory Solutions’s Sysco SYY Stock Holding History

Wealth Advisory Solutions’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 Q2	–	Sell	-2,700	Closed	-$213K	–	196
2021 Q1	$213K	Buy	+2,700	New	+$209K	0.16%	59

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Advisory Solutions's SYY Position: Q2 2021 in Review

Wealth Advisory Solutions sold out of Sysco (SYY) in Q2 2021, closing a stake of 2,700 shares — an estimated $213K sold.

Wealth Advisory Solutions first reported a position in SYY in Q1 2021 and held it in 1 quarter. The position peaked at $213K in Q1 2021. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

Wealth Advisory Solutions reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
Wealth Advisory Solutions sold 2,700 Sysco shares in Q2 2021, an estimated $213K.
Wealth Advisory Solutions first reported a position in Sysco in Q1 2021 and held it in 1 quarter.
Wealth Advisory Solutions's Sysco position peaked at $213K in Q1 2021.
1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on Wealth Advisory Solutions's 13F filing for Q2 2021, filed 21 Jul 2021.