SWA
AUD

Sutton Wealth Advisors’s Audacy, Inc. AUD Stock Holding History

Sutton Wealth Advisors’s Portfolio AUD Stock Details AUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,255
Closed -$5.82K – 1281
2019
Q4 		$5.82K Hold
1,255
– – ﹤0.01% 923
2019
Q3 		$4.19K Hold
1,255
– – ﹤0.01% 968
2019
Q2 		$7.28K Hold
1,255
– – ﹤0.01% 845
2019
Q1 		$6.59K Hold
1,255
– – ﹤0.01% 878
2018
Q4 		$7.17K Hold
1,255
– – ﹤0.01% 816
2018
Q3 		$9.91K Hold
1,255
– – 0.01% 784
2018
Q2 		$9.47K Hold
1,255
– – 0.01% 844
2018
Q1 		$12.1K Sell
1,255
-62
-5% -$644 0.01% 759
2017
Q4 		$14.2K Buy
+1,317
New +$15K 0.01% 678

Other funds holding AUD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's AUD Position: Q1 2020 in Review

Sutton Wealth Advisors sold out of Audacy, Inc. (AUD) in Q1 2020, closing a stake of 1,255 shares — an estimated $5.82K sold.

Sutton Wealth Advisors first reported a position in AUD in Q4 2017 and held it in 9 quarters. The position peaked at $14.2K in Q4 2017. 155 funds tracked by Wall St. Rank hold AUD as of Q1 2020.

  • Sutton Wealth Advisors reported no remaining Audacy, Inc. position as of Q1 2020 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,255 Audacy, Inc. shares in Q1 2020, an estimated $5.82K.
  • Sutton Wealth Advisors first reported a position in Audacy, Inc. in Q4 2017 and held it in 9 quarters.
  • Sutton Wealth Advisors's Audacy, Inc. position peaked at $14.2K in Q4 2017.
  • 155 funds tracked by Wall St. Rank held Audacy, Inc. as of Q1 2020.

Based on Sutton Wealth Advisors's 13F filing for Q1 2020, filed 7 Nov 2023.