SWA
AAMI

Sutton Wealth Advisors’s Acadian Asset Management AAMI Stock Holding History

Sutton Wealth Advisors’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed -$473 – 1602
2022
Q4 		$473 Hold
23
– – ﹤0.01% 1501
2022
Q3 		$343 Buy
23
+18
+360% +$323 ﹤0.01% 1513
2022
Q2 		$90 Sell
5
-11
-69% -$225 ﹤0.01% 1630
2022
Q1 		$388 Buy
16
+7
+78% +$166 ﹤0.01% 1520
2021
Q4 		$230 Buy
+9
New +$253 ﹤0.01% 1623

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's AAMI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Acadian Asset Management (AAMI) in Q1 2023, closing a stake of 23 shares — an estimated $473 sold.

Sutton Wealth Advisors first reported a position in AAMI in Q4 2021 and held it in 5 quarters. The position peaked at $473 in Q4 2022. 165 funds tracked by Wall St. Rank hold AAMI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Acadian Asset Management position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 23 Acadian Asset Management shares in Q1 2023, an estimated $473.
  • Sutton Wealth Advisors first reported a position in Acadian Asset Management in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Acadian Asset Management position peaked at $473 in Q4 2022.
  • 165 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.