Sutton Wealth Advisors’s American Public Education APEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-353	Closed	-$7.5K	–	1642
2022 Q1	$7.5K	Buy	353 +37	+12%	+$779	﹤0.01%	1014
2021 Q4	$7.03K	Buy	316 +44	+16%	+$1.05K	﹤0.01%	1019
2021 Q3	$6.97K	Buy	272 +31	+13%	+$849	﹤0.01%	1007
2021 Q2	$6.83K	Hold	241	–	–	﹤0.01%	996
2021 Q1	$8.59K	Hold	241	–	–	﹤0.01%	919
2020 Q4	$7.35K	Hold	241	–	–	﹤0.01%	896
2020 Q3	$6.79K	Hold	241	–	–	﹤0.01%	838
2020 Q2	$7.13K	Hold	241	–	–	﹤0.01%	790
2020 Q1	$5.77K	Hold	241	–	–	﹤0.01%	788
2019 Q4	$6.6K	Hold	241	–	–	﹤0.01%	904
2019 Q3	$5.38K	Hold	241	–	–	﹤0.01%	937
2019 Q2	$7.13K	Hold	241	–	–	﹤0.01%	850
2019 Q1	$7.26K	Hold	241	–	–	﹤0.01%	861
2018 Q4	$6.86K	Hold	241	–	–	﹤0.01%	829
2018 Q3	$7.96K	Sell	241 -16	-6%	-$613	0.01%	830
2018 Q2	$10.8K	Hold	257	–	–	0.01%	812
2018 Q1	$11.1K	Hold	257	–	–	0.01%	787
2017 Q4	$6.44K	Hold	257	–	–	﹤0.01%	854
2017 Q3	$5.41K	Sell	257 -52	-17%	-$1.06K	﹤0.01%	867
2017 Q2	$7.31K	Buy	309 +68	+28%	+$1.56K	0.01%	814
2017 Q1	$5.52K	Hold	241	–	–	﹤0.01%	830
2016 Q4	$5.92K	Hold	241	–	–	0.01%	817
2016 Q3	$4.77K	Hold	241	–	–	﹤0.01%	824
2016 Q2	$6.77K	Hold	241	–	–	0.01%	717
2016 Q1	$4.97K	Buy	+241	New	+$4.23K	﹤0.01%	740

Other funds holding APEI

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

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sutton Wealth Advisors's APEI Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of American Public Education (APEI) in Q2 2022, closing a stake of 353 shares — an estimated $7.5K sold.

Sutton Wealth Advisors first reported a position in APEI in Q1 2016 and held it in 25 quarters. The position peaked at $11.1K in Q1 2018. 104 funds tracked by Wall St. Rank hold APEI as of Q2 2022.

Sutton Wealth Advisors reported no remaining American Public Education position as of Q2 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 353 American Public Education shares in Q2 2022, an estimated $7.5K.
Sutton Wealth Advisors first reported a position in American Public Education in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's American Public Education position peaked at $11.1K in Q1 2018.
104 funds tracked by Wall St. Rank held American Public Education as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.