Sutton Wealth Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

Sutton Wealth Advisors’s Portfolio AIRC Stock Details AIRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17	Closed	-$583	–	1632
2022 Q4	$583	Buy	17 +13	+325%	+$476	﹤0.01%	1457
2022 Q3	$154	Sell	4 -1	-20%	-$42	﹤0.01%	1569
2022 Q2	$208	Sell	5 -14	-74%	-$649	﹤0.01%	1573
2022 Q1	$1.02K	Hold	19	–	–	﹤0.01%	1340
2021 Q4	$1.04K	Buy	+19	New	+$993	﹤0.01%	1323
2021 Q3	–	Sell	-20	Closed	-$949	–	1339
2021 Q2	$949	Hold	20	–	–	﹤0.01%	1234
2021 Q1	$855	Hold	20	–	–	﹤0.01%	1209
2020 Q4	$768	Buy	+20	New	+$768	﹤0.01%	1193

Other funds holding AIRC

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Apartment Income REIT Corp. (AIRC) in Q1 2023, closing a stake of 17 shares — an estimated $583 sold.

Sutton Wealth Advisors first reported a position in AIRC in Q4 2020 and held it in 8 quarters. The position peaked at $1.04K in Q4 2021. 298 funds tracked by Wall St. Rank hold AIRC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Apartment Income REIT Corp. position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 17 Apartment Income REIT Corp. shares in Q1 2023, an estimated $583.
Sutton Wealth Advisors first reported a position in Apartment Income REIT Corp. in Q4 2020 and held it in 8 quarters.
Sutton Wealth Advisors's Apartment Income REIT Corp. position peaked at $1.04K in Q4 2021.
298 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q1 2023.

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