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Sutton Wealth Advisors’s Astec Industries ASTE Stock Holding History

Sutton Wealth Advisors’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-487
Closed -$19.8K – 865
2022
Q4 		$19.8K Hold
487
– – 0.01% 695
2022
Q3 		$15.2K Sell
487
-10
-2% -$406 0.01% 751
2022
Q2 		$20.3K Buy
497
+10
+2% +$425 0.01% 670
2022
Q1 		$20.9K Sell
487
-6
-1% -$333 0.01% 695
2021
Q4 		$34.1K Buy
493
+6
+1% +$376 0.01% 535
2021
Q3 		$26.2K Hold
487
– – 0.01% 611
2021
Q2 		$30.7K Hold
487
– – 0.01% 567
2021
Q1 		$36.7K Hold
487
– – 0.01% 483
2020
Q4 		$28.2K Hold
487
– – 0.01% 512
2020
Q3 		$26.4K Hold
487
– – 0.01% 467
2020
Q2 		$22.6K Hold
487
– – 0.01% 501
2020
Q1 		$17K Buy
+487
New +$19.1K 0.01% 521
2019
Q3 		– Sell
-462
Closed -$15K – 1179
2019
Q2 		$15K Hold
462
– – 0.01% 664
2019
Q1 		$17.4K Buy
462
+74
+19% +$2.77K 0.01% 628
2018
Q4 		$11.7K Hold
388
– – 0.01% 700
2018
Q3 		$19.6K Hold
388
– – 0.01% 596
2018
Q2 		$23.2K Hold
388
– – 0.02% 543
2018
Q1 		$21.4K Hold
388
– – 0.02% 543
2017
Q4 		$22.7K Hold
388
– – 0.02% 513
2017
Q3 		$21.7K Hold
388
– – 0.02% 517
2017
Q2 		$21.5K Hold
388
– – 0.02% 493
2017
Q1 		$23.9K Hold
388
– – 0.02% 450
2016
Q4 		$26.2K Hold
388
– – 0.02% 409
2016
Q3 		$23.2K Hold
388
– – 0.02% 427
2016
Q2 		$21.8K Hold
388
– – 0.02% 427
2016
Q1 		$18.1K Buy
+388
New +$15.5K 0.02% 465

Other funds holding ASTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Astec Industries (ASTE) in Q1 2023, closing a stake of 487 shares — an estimated $19.8K sold.

Sutton Wealth Advisors first reported a position in ASTE in Q1 2016 and held it in 26 quarters. The position peaked at $36.7K in Q1 2021. 157 funds tracked by Wall St. Rank hold ASTE as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Astec Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 487 Astec Industries shares in Q1 2023, an estimated $19.8K.
  • Sutton Wealth Advisors first reported a position in Astec Industries in Q1 2016 and held it in 26 quarters.
  • Sutton Wealth Advisors's Astec Industries position peaked at $36.7K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Astec Industries as of Q1 2023.

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