Sutton Wealth Advisors’s Banc of California BANC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6	Closed	-$96	–	881
2022 Q4	$96	Hold	6	–	–	﹤0.01%	1640
2022 Q3	$96	Sell	6 -615	-99%	-$10.7K	﹤0.01%	1605
2022 Q2	$10.9K	Sell	621 -16	-3%	-$292	﹤0.01%	870
2022 Q1	$12.3K	Buy	637 +620	+3,647%	+$12.3K	﹤0.01%	880
2021 Q4	$334	Buy	+17	New	+$344	﹤0.01%	1590
2020 Q2	–	Sell	-388	Closed	-$3.1K	–	1208
2020 Q1	$3.1K	Sell	388 -220	-36%	-$3.23K	﹤0.01%	967
2019 Q4	$10.4K	Hold	608	–	–	0.01%	812
2019 Q3	$8.6K	Hold	608	–	–	﹤0.01%	828
2019 Q2	$8.49K	Buy	+608	New	+$8.59K	﹤0.01%	816
2019 Q1	–	Sell	-1,004	Closed	-$13.4K	–	1175
2018 Q4	$13.4K	Hold	1,004	–	–	0.01%	666
2018 Q3	$19K	Hold	1,004	–	–	0.01%	609
2018 Q2	$19.6K	Hold	1,004	–	–	0.01%	596
2018 Q1	$19.4K	Hold	1,004	–	–	0.01%	579
2017 Q4	$20.7K	Hold	1,004	–	–	0.02%	550
2017 Q3	$20.8K	Hold	1,004	–	–	0.02%	531
2017 Q2	$21.6K	Hold	1,004	–	–	0.02%	490
2017 Q1	$20.8K	Hold	1,004	–	–	0.02%	505
2016 Q4	$17.4K	Buy	1,004 +452	+82%	+$6.94K	0.02%	538
2016 Q3	$9.64K	Hold	552	–	–	0.01%	675
2016 Q2	$9.99K	Buy	+552	New	+$10.6K	0.01%	632

Other funds holding BANC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

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

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Banc of California (BANC) in Q1 2023, closing a stake of 6 shares — an estimated $96 sold.

Sutton Wealth Advisors first reported a position in BANC in Q2 2016 and held it in 20 quarters. The position peaked at $21.6K in Q2 2017. 181 funds tracked by Wall St. Rank hold BANC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Banc of California position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 Banc of California shares in Q1 2023, an estimated $96.
Sutton Wealth Advisors first reported a position in Banc of California in Q2 2016 and held it in 20 quarters.
Sutton Wealth Advisors's Banc of California position peaked at $21.6K in Q2 2017.
181 funds tracked by Wall St. Rank held Banc of California as of Q1 2023.

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