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Sutton Wealth Advisors’s ABM Industries ABM Stock Holding History

Sutton Wealth Advisors’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,212
Closed -$53.8K – 809
2022
Q4 		$53.8K Sell
1,212
-48
-4% -$2.11K 0.02% 369
2022
Q3 		$48.2K Sell
1,260
-7
-0.6% -$307 0.02% 381
2022
Q2 		$55K Buy
1,267
+293
+30% +$13.6K 0.02% 357
2022
Q1 		$44.8K Buy
974
+11
+1% +$479 0.02% 433
2021
Q4 		$39.3K Buy
963
+58
+6% +$2.62K 0.01% 491
2021
Q3 		$40.7K Hold
905
– – 0.02% 456
2021
Q2 		$40.1K Hold
905
– – 0.01% 471
2021
Q1 		$46.2K Hold
905
– – 0.02% 411
2020
Q4 		$34.2K Hold
905
– – 0.01% 460
2020
Q3 		$33.2K Hold
905
– – 0.02% 406
2020
Q2 		$32.9K Sell
905
-324
-26% -$10.5K 0.02% 405
2020
Q1 		$29.9K Sell
1,229
-18
-1% -$621 0.02% 371
2019
Q4 		$47K Hold
1,247
– – 0.02% 322
2019
Q3 		$45.3K Hold
1,247
– – 0.03% 331
2019
Q2 		$49.9K Hold
1,247
– – 0.03% 303
2019
Q1 		$45.3K Buy
1,247
+342
+38% +$11.9K 0.03% 319
2018
Q4 		$29.1K Hold
905
– – 0.02% 409
2018
Q3 		$29.2K Hold
905
– – 0.02% 450
2018
Q2 		$26.4K Buy
905
+4
+0.4% +$123 0.02% 491
2018
Q1 		$30.2K Buy
901
+306
+51% +$11.2K 0.02% 412
2017
Q4 		$22.4K Hold
595
– – 0.02% 515
2017
Q3 		$24.8K Hold
595
– – 0.02% 472
2017
Q2 		$24.7K Hold
595
– – 0.02% 456
2017
Q1 		$25.9K Hold
595
– – 0.02% 418
2016
Q4 		$24.3K Hold
595
– – 0.02% 439
2016
Q3 		$23.6K Hold
595
– – 0.02% 418
2016
Q2 		$21.7K Hold
595
– – 0.02% 428
2016
Q1 		$19.2K Buy
+595
New +$17.9K 0.02% 446

Other funds holding ABM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of ABM Industries (ABM) in Q1 2023, closing a stake of 1,212 shares — an estimated $53.8K sold.

Sutton Wealth Advisors first reported a position in ABM in Q1 2016 and held it in 28 quarters. The position peaked at $55K in Q2 2022. 248 funds tracked by Wall St. Rank hold ABM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining ABM Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,212 ABM Industries shares in Q1 2023, an estimated $53.8K.
  • Sutton Wealth Advisors first reported a position in ABM Industries in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's ABM Industries position peaked at $55K in Q2 2022.
  • 248 funds tracked by Wall St. Rank held ABM Industries as of Q1 2023.

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