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Sutton Wealth Advisors’s Andersons Inc ANDE Stock Holding History

Sutton Wealth Advisors’s Portfolio ANDE Stock Details ANDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-221
Closed -$7.73K – 843
2022
Q4 		$7.73K Buy
+221
New +$7.85K ﹤0.01% 1018
2022
Q3 		– Sell
-370
Closed -$12.9K – 1640
2022
Q2 		$12.2K Buy
370
+117
+46% +$4.98K ﹤0.01% 837
2022
Q1 		$12.7K Buy
253
+3
+1% +$126 ﹤0.01% 871
2021
Q4 		$9.68K Buy
+250
New +$8.77K ﹤0.01% 942
2020
Q1 		– Sell
-612
Closed -$15.5K – 1201
2019
Q4 		$15.5K Buy
+612
New +$13.4K 0.01% 703
2019
Q3 		– Sell
-201
Closed -$5.47K – 1176
2019
Q2 		$5.47K Sell
201
-224
-53% -$6.68K ﹤0.01% 912
2019
Q1 		$13.7K Hold
425
– – 0.01% 701
2018
Q4 		$12.7K Hold
425
– – 0.01% 675
2018
Q3 		$16K Hold
425
– – 0.01% 669
2018
Q2 		$14.5K Hold
425
– – 0.01% 723
2018
Q1 		$14.1K Buy
425
+238
+127% +$8.07K 0.01% 696
2017
Q4 		$5.83K Sell
187
-308
-62% -$10.3K ﹤0.01% 872
2017
Q3 		$17K Buy
495
+336
+211% +$11.1K 0.01% 592
2017
Q2 		$5.43K Buy
159
+15
+10% +$536 ﹤0.01% 863
2017
Q1 		$5.46K Sell
144
-180
-56% -$6.96K ﹤0.01% 832
2016
Q4 		$14.5K Buy
324
+180
+125% +$7.03K 0.01% 592
2016
Q3 		$5.21K Hold
144
– – ﹤0.01% 808
2016
Q2 		$5.12K Hold
144
– – ﹤0.01% 771
2016
Q1 		$4.52K Buy
+144
New +$4.09K ﹤0.01% 764

Other funds holding ANDE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Andersons Inc (ANDE) in Q1 2023, closing a stake of 221 shares — an estimated $7.73K sold.

Sutton Wealth Advisors first reported a position in ANDE in Q1 2016 and held it in 19 quarters. The position peaked at $17K in Q3 2017. 222 funds tracked by Wall St. Rank hold ANDE as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Andersons Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 221 Andersons Inc shares in Q1 2023, an estimated $7.73K.
  • Sutton Wealth Advisors first reported a position in Andersons Inc in Q1 2016 and held it in 19 quarters.
  • Sutton Wealth Advisors's Andersons Inc position peaked at $17K in Q3 2017.
  • 222 funds tracked by Wall St. Rank held Andersons Inc as of Q1 2023.

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