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WealthPLAN Partners’s Stryker SYK Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-19
Closed -$5.8K – 1067
2023
Q2 		$5.8K Sell
19
-403
-95% -$116K ﹤0.01% 879
2023
Q1 		$121K Buy
+422
New +$112K 0.01% 386
2019
Q2 		– Sell
-1,357
Closed -$252K – 274
2019
Q1 		$252K Buy
1,357
+38
+3% +$6.84K 0.04% 222
2018
Q4 		$247K Sell
1,319
-149
-10% -$24.9K 0.04% 213
2018
Q3 		$244K Buy
+1,468
New +$251K 0.04% 210

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's SYK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Stryker (SYK) in Q3 2023, closing a stake of 19 shares — an estimated $5.8K sold.

WealthPLAN Partners first reported a position in SYK in Q3 2018 and held it in 5 quarters. The position peaked at $252K in Q1 2019. 1,772 funds tracked by Wall St. Rank hold SYK as of Q3 2023.

  • WealthPLAN Partners reported no remaining Stryker position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 19 Stryker shares in Q3 2023, an estimated $5.8K.
  • WealthPLAN Partners first reported a position in Stryker in Q3 2018 and held it in 5 quarters.
  • WealthPLAN Partners's Stryker position peaked at $252K in Q1 2019.
  • 1,772 funds tracked by Wall St. Rank held Stryker as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.