High Net Worth Advisory Group’s Superior Group of Companies SGC Stock Holding History

High Net Worth Advisory Group’s Portfolio SGC Stock Details SGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,300	Closed	-$13.1K	–	506
2022 Q4	$13.1K	Hold	1,300	–	–	0.01%	478
2022 Q3	$12K	Hold	1,300	–	–	0.01%	517
2022 Q2	$23K	Sell	1,300 -600	-32%	-$10.3K	0.01%	431
2022 Q1	$34K	Buy	1,900 +1,450	+322%	+$28.8K	0.01%	390
2021 Q4	$10K	Buy	+450	New	+$10.7K	﹤0.01%	542

Other funds holding SGC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

High Net Worth Advisory Group's SGC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Superior Group of Companies (SGC) in Q1 2023, closing a stake of 1,300 shares — an estimated $13.1K sold.

High Net Worth Advisory Group first reported a position in SGC in Q4 2021 and held it in 5 quarters. The position peaked at $34K in Q1 2022. 55 funds tracked by Wall St. Rank hold SGC as of Q1 2023.

High Net Worth Advisory Group reported no remaining Superior Group of Companies position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,300 Superior Group of Companies shares in Q1 2023, an estimated $13.1K.
High Net Worth Advisory Group first reported a position in Superior Group of Companies in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Superior Group of Companies position peaked at $34K in Q1 2022.
55 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.