Sutton Wealth Advisors’s Boise Cascade BCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-629	Closed	-$43.2K	–	887
2022 Q4	$43.2K	Hold	629	–	–	0.02%	432
2022 Q3	$37.4K	Hold	629	–	–	0.02%	453
2022 Q2	$37.4K	Sell	629 -11	-2%	-$812	0.01%	459
2022 Q1	$44.5K	Buy	640 +3	+0.5%	+$226	0.02%	436
2021 Q4	$45.4K	Buy	637 +10	+2%	+$645	0.02%	446
2021 Q3	$33.8K	Hold	627	–	–	0.01%	515
2021 Q2	$36.6K	Hold	627	–	–	0.01%	499
2021 Q1	$37.5K	Hold	627	–	–	0.01%	473
2020 Q4	$30K	Hold	627	–	–	0.01%	492
2020 Q3	$25K	Hold	627	–	–	0.01%	480
2020 Q2	$23.6K	Hold	627	–	–	0.01%	491
2020 Q1	$14.9K	Buy	627 +151	+32%	+$5.13K	0.01%	548
2019 Q4	$17.4K	Hold	476	–	–	0.01%	658
2019 Q3	$15.5K	Hold	476	–	–	0.01%	666
2019 Q2	$13.4K	Hold	476	–	–	0.01%	696
2019 Q1	$12.7K	Hold	476	–	–	0.01%	723
2018 Q4	$11.4K	Hold	476	–	–	0.01%	705
2018 Q3	$17.5K	Hold	476	–	–	0.01%	640
2018 Q2	$21.3K	Hold	476	–	–	0.01%	568
2018 Q1	$18.4K	Hold	476	–	–	0.01%	604
2017 Q4	$19K	Hold	476	–	–	0.01%	572
2017 Q3	$16.6K	Hold	476	–	–	0.01%	602
2017 Q2	$14.5K	Hold	476	–	–	0.01%	650
2017 Q1	$12.7K	Hold	476	–	–	0.01%	651
2016 Q4	$10.7K	Hold	476	–	–	0.01%	672
2016 Q3	$12.1K	Hold	476	–	–	0.01%	616
2016 Q2	$10.9K	Hold	476	–	–	0.01%	607
2016 Q1	$9.86K	Buy	+476	New	+$8.97K	0.01%	617

Other funds holding BCC

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Boise Cascade (BCC) in Q1 2023, closing a stake of 629 shares — an estimated $43.2K sold.

Sutton Wealth Advisors first reported a position in BCC in Q1 2016 and held it in 28 quarters. The position peaked at $45.4K in Q4 2021. 301 funds tracked by Wall St. Rank hold BCC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Boise Cascade position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 629 Boise Cascade shares in Q1 2023, an estimated $43.2K.
Sutton Wealth Advisors first reported a position in Boise Cascade in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Boise Cascade position peaked at $45.4K in Q4 2021.
301 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2023.

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