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Sutton Wealth Advisors’s Ball Corp BALL Stock Holding History

Sutton Wealth Advisors’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.91K Sell
199
-8
-4% -$437 ﹤0.01% 471
2023
Q2 		$12K Hold
207
– – 0.01% 429
2023
Q1 		$11.4K Sell
207
-10
-5% -$556 0.01% 397
2022
Q4 		$11.1K Buy
217
+65
+43% +$3.37K ﹤0.01% 909
2022
Q3 		$7.34K Sell
152
-3
-2% -$184 ﹤0.01% 987
2022
Q2 		$10.7K Buy
155
+16
+12% +$1.21K ﹤0.01% 884
2022
Q1 		$12.5K Hold
139
– – ﹤0.01% 873
2021
Q4 		$13.4K Sell
139
-13
-9% -$1.2K ﹤0.01% 835
2021
Q3 		$13.7K Buy
152
+3
+2% +$266 0.01% 811
2021
Q2 		$12.1K Hold
149
– – ﹤0.01% 853
2021
Q1 		$12.6K Sell
149
-7
-4% -$613 0.01% 807
2020
Q4 		$14.5K Buy
156
+7
+5% +$647 0.01% 699
2020
Q3 		$12.4K Hold
149
– – 0.01% 680
2020
Q2 		$10.4K Buy
149
+8
+6% +$541 0.01% 697
2020
Q1 		$9.12K Buy
141
+12
+9% +$840 0.01% 677
2019
Q4 		$8.34K Hold
129
– – ﹤0.01% 861
2019
Q3 		$9.39K Sell
129
-3
-2% -$224 0.01% 802
2019
Q2 		$9.24K Hold
132
– – 0.01% 788
2019
Q1 		$7.64K Hold
132
– – ﹤0.01% 850
2018
Q4 		$6.07K Hold
132
– – ﹤0.01% 850
2018
Q3 		$5.81K Hold
132
– – ﹤0.01% 880
2018
Q2 		$4.69K Sell
132
-487
-79% -$18.7K ﹤0.01% 924
2018
Q1 		$24.6K Buy
619
+487
+369% +$19K 0.02% 488
2017
Q4 		$5K Hold
132
– – ﹤0.01% 891
2017
Q3 		$5.45K Hold
132
– – ﹤0.01% 865
2017
Q2 		$5.57K Hold
132
– – ﹤0.01% 859
2017
Q1 		$4.9K Hold
132
– – ﹤0.01% 849
2016
Q4 		$4.96K Hold
132
– – ﹤0.01% 847
2016
Q3 		$5.41K Hold
132
– – ﹤0.01% 803
2016
Q2 		$4.77K Hold
132
– – ﹤0.01% 788
2016
Q1 		$4.71K Buy
+132
New +$4.5K ﹤0.01% 754

Other funds holding BALL

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's BALL Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Ball Corp (BALL) stake by 3.9% in Q3 2023, selling an estimated $437 and leaving 199 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Sutton Wealth Advisors first reported a position in BALL in Q1 2016 and has held it in 31 quarters since. The position peaked at $24.6K in Q1 2018. 654 funds tracked by Wall St. Rank hold BALL as of Q3 2023.

  • Sutton Wealth Advisors held 199 shares of Ball Corp worth $9.91K as of Q3 2023.
  • Sutton Wealth Advisors sold 8 Ball Corp shares in Q3 2023, an estimated $437.
  • Ball Corp made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #471 holding.
  • Sutton Wealth Advisors first reported a position in Ball Corp in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Ball Corp position peaked at $24.6K in Q1 2018.
  • 654 funds tracked by Wall St. Rank held Ball Corp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.