Sutton Wealth Advisors’s AMERISAFE AMSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-349	Closed	-$18.1K	–	841
2022 Q4	$18.1K	Hold	349	–	–	0.01%	729
2022 Q3	$16.3K	Hold	349	–	–	0.01%	728
2022 Q2	$18.2K	Hold	349	–	–	0.01%	711
2022 Q1	$17.3K	Sell	349 -2	-0.6%	-$102	0.01%	754
2021 Q4	$18.9K	Buy	351 +4	+1%	+$224	0.01%	719
2021 Q3	$19.5K	Hold	347	–	–	0.01%	704
2021 Q2	$20.7K	Hold	347	–	–	0.01%	690
2021 Q1	$22.2K	Hold	347	–	–	0.01%	646
2020 Q4	$19.9K	Hold	347	–	–	0.01%	616
2020 Q3	$19.9K	Hold	347	–	–	0.01%	544
2020 Q2	$21.2K	Hold	347	–	–	0.01%	514
2020 Q1	$22.4K	Hold	347	–	–	0.01%	445
2019 Q4	$22.9K	Hold	347	–	–	0.01%	548
2019 Q3	$22.9K	Hold	347	–	–	0.01%	539
2019 Q2	$22.1K	Hold	347	–	–	0.01%	539
2019 Q1	$20.6K	Hold	347	–	–	0.01%	560
2018 Q4	$19.7K	Hold	347	–	–	0.01%	527
2018 Q3	$21.5K	Hold	347	–	–	0.01%	564
2018 Q2	$20K	Hold	347	–	–	0.01%	588
2018 Q1	$19.2K	Hold	347	–	–	0.01%	584
2017 Q4	$21.4K	Hold	347	–	–	0.02%	532
2017 Q3	$20.2K	Hold	347	–	–	0.02%	544
2017 Q2	$19.8K	Hold	347	–	–	0.02%	533
2017 Q1	$22.5K	Hold	347	–	–	0.02%	474
2016 Q4	$21.6K	Hold	347	–	–	0.02%	462
2016 Q3	$20.4K	Hold	347	–	–	0.02%	453
2016 Q2	$21.2K	Hold	347	–	–	0.02%	432
2016 Q1	$18.2K	Buy	+347	New	+$17.5K	0.02%	460

Other funds holding AMSF

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of AMERISAFE (AMSF) in Q1 2023, closing a stake of 349 shares — an estimated $18.1K sold.

Sutton Wealth Advisors first reported a position in AMSF in Q1 2016 and held it in 28 quarters. The position peaked at $22.9K in Q3 2019. 172 funds tracked by Wall St. Rank hold AMSF as of Q1 2023.

Sutton Wealth Advisors reported no remaining AMERISAFE position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 349 AMERISAFE shares in Q1 2023, an estimated $18.1K.
Sutton Wealth Advisors first reported a position in AMERISAFE in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's AMERISAFE position peaked at $22.9K in Q3 2019.
172 funds tracked by Wall St. Rank held AMERISAFE as of Q1 2023.

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