Sutton Wealth Advisors’s Associated Banc-Corp ASB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-111	Closed	-$2K	–	856
2023 Q1	$2K	Sell	111 -39	-26%	-$854	﹤0.01%	646
2022 Q4	$3.46K	Sell	150 -3	-2%	-$69	﹤0.01%	1142
2022 Q3	$3.07K	Buy	153 +42	+38%	+$845	﹤0.01%	1135
2022 Q2	$2.03K	Sell	111 -22	-17%	-$445	﹤0.01%	1182
2022 Q1	$3.03K	Sell	133 -88	-40%	-$2.13K	﹤0.01%	1151
2021 Q4	$4.99K	Buy	221 +22	+11%	+$497	﹤0.01%	1072
2021 Q3	$4.26K	Hold	199	–	–	﹤0.01%	1079
2021 Q2	$4.08K	Hold	199	–	–	﹤0.01%	1078
2021 Q1	$4.25K	Hold	199	–	–	﹤0.01%	1038
2020 Q4	$3.39K	Buy	+199	New	+$3.02K	﹤0.01%	1037
2018 Q4	–	Sell	-438	Closed	-$11.4K	–	1137
2018 Q3	$11.4K	Hold	438	–	–	0.01%	763
2018 Q2	$12K	Sell	438 -238	-35%	-$6.38K	0.01%	791
2018 Q1	$16.8K	Buy	+676	New	+$17.2K	0.01%	639

Other funds holding ASB

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

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

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sutton Wealth Advisors's ASB Position: Q2 2023 in Review

Sutton Wealth Advisors sold out of Associated Banc-Corp (ASB) in Q2 2023, closing a stake of 111 shares — an estimated $2K sold.

Sutton Wealth Advisors first reported a position in ASB in Q1 2018 and held it in 13 quarters. The position peaked at $16.8K in Q1 2018. 264 funds tracked by Wall St. Rank hold ASB as of Q2 2023.

Sutton Wealth Advisors reported no remaining Associated Banc-Corp position as of Q2 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 111 Associated Banc-Corp shares in Q2 2023, an estimated $2K.
Sutton Wealth Advisors first reported a position in Associated Banc-Corp in Q1 2018 and held it in 13 quarters.
Sutton Wealth Advisors's Associated Banc-Corp position peaked at $16.8K in Q1 2018.
264 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2023.

Based on Sutton Wealth Advisors's 13F filing for Q2 2023, filed 8 Nov 2023.