Sutton Wealth Advisors’s Apogee Enterprises APOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2	Closed	-$89	–	851
2022 Q4	$89	Hold	2	–	–	﹤0.01%	1643
2022 Q3	$76	Hold	2	–	–	﹤0.01%	1627
2022 Q2	$78	Sell	2 -8	-80%	-$342	﹤0.01%	1634
2022 Q1	$475	Buy	10 +5	+100%	+$233	﹤0.01%	1493
2021 Q4	$241	Buy	+5	New	+$218	﹤0.01%	1619
2020 Q3	–	Sell	-223	Closed	-$5.14K	–	1218
2020 Q2	$5.14K	Buy	223 +19	+9%	+$388	﹤0.01%	876
2020 Q1	$4.25K	Sell	204 -673	-77%	-$19.7K	﹤0.01%	872
2019 Q4	$28.5K	Hold	877	–	–	0.01%	470
2019 Q3	$34.2K	Hold	877	–	–	0.02%	410
2019 Q2	$38.1K	Hold	877	–	–	0.02%	373
2019 Q1	$32.9K	Buy	+877	New	+$30.5K	0.02%	409
2018 Q4	–	Sell	-564	Closed	-$23.3K	–	1135
2018 Q3	$23.3K	Hold	564	–	–	0.02%	533
2018 Q2	$27.2K	Hold	564	–	–	0.02%	473
2018 Q1	$24.4K	Hold	564	–	–	0.02%	493
2017 Q4	$25.8K	Hold	564	–	–	0.02%	463
2017 Q3	$27.2K	Hold	564	–	–	0.02%	440
2017 Q2	$32.1K	Hold	564	–	–	0.03%	372
2017 Q1	$33.6K	Hold	564	–	–	0.03%	349
2016 Q4	$30.2K	Hold	564	–	–	0.03%	367
2016 Q3	$25.2K	Hold	564	–	–	0.02%	397
2016 Q2	$26.1K	Hold	564	–	–	0.02%	375
2016 Q1	$24.8K	Buy	+564	New	+$22.4K	0.02%	383

Other funds holding APOG

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Apogee Enterprises (APOG) in Q1 2023, closing a stake of 2 shares — an estimated $89 sold.

Sutton Wealth Advisors first reported a position in APOG in Q1 2016 and held it in 22 quarters. The position peaked at $38.1K in Q2 2019. 202 funds tracked by Wall St. Rank hold APOG as of Q1 2023.

Sutton Wealth Advisors reported no remaining Apogee Enterprises position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2 Apogee Enterprises shares in Q1 2023, an estimated $89.
Sutton Wealth Advisors first reported a position in Apogee Enterprises in Q1 2016 and held it in 22 quarters.
Sutton Wealth Advisors's Apogee Enterprises position peaked at $38.1K in Q2 2019.
202 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2023.

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