Sutton Wealth Advisors’s Bel Fuse Inc Class B BELFB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-561	Closed	-$8.08K	–	1316
2021 Q2	$8.08K	Hold	561	–	–	﹤0.01%	968
2021 Q1	$11.2K	Hold	561	–	–	﹤0.01%	842
2020 Q4	$8.43K	Hold	561	–	–	﹤0.01%	864
2020 Q3	$5.99K	Hold	561	–	–	﹤0.01%	870
2020 Q2	$6.02K	Hold	561	–	–	﹤0.01%	824
2020 Q1	$5.46K	Buy	+561	New	+$8.16K	﹤0.01%	798
2019 Q3	–	Sell	-246	Closed	-$4.22K	–	1181
2019 Q2	$4.22K	Hold	246	–	–	﹤0.01%	958
2019 Q1	$6.22K	Hold	246	–	–	﹤0.01%	886
2018 Q4	$4.53K	Hold	246	–	–	﹤0.01%	904
2018 Q3	$6.52K	Hold	246	–	–	﹤0.01%	861
2018 Q2	$5.14K	Hold	246	–	–	﹤0.01%	918
2018 Q1	$4.65K	Hold	246	–	–	﹤0.01%	926
2017 Q4	$6.19K	Hold	246	–	–	﹤0.01%	863
2017 Q3	$7.67K	Hold	246	–	–	0.01%	815
2017 Q2	$6.08K	Hold	246	–	–	﹤0.01%	850
2017 Q1	$6.29K	Hold	246	–	–	0.01%	817
2016 Q4	$7.6K	Hold	246	–	–	0.01%	754
2016 Q3	$5.94K	Hold	246	–	–	0.01%	788
2016 Q2	$4.37K	Hold	246	–	–	﹤0.01%	808
2016 Q1	$3.59K	Buy	+246	New	+$3.64K	﹤0.01%	823

Other funds holding BELFB

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Sutton Wealth Advisors's BELFB Position: Q3 2021 in Review

Sutton Wealth Advisors sold out of Bel Fuse Inc Class B (BELFB) in Q3 2021, closing a stake of 561 shares — an estimated $8.08K sold.

Sutton Wealth Advisors first reported a position in BELFB in Q1 2016 and held it in 20 quarters. The position peaked at $11.2K in Q1 2021. 82 funds tracked by Wall St. Rank hold BELFB as of Q3 2021.

Sutton Wealth Advisors reported no remaining Bel Fuse Inc Class B position as of Q3 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 561 Bel Fuse Inc Class B shares in Q3 2021, an estimated $8.08K.
Sutton Wealth Advisors first reported a position in Bel Fuse Inc Class B in Q1 2016 and held it in 20 quarters.
Sutton Wealth Advisors's Bel Fuse Inc Class B position peaked at $11.2K in Q1 2021.
82 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2021.

Based on Sutton Wealth Advisors's 13F filing for Q3 2021, filed 7 Nov 2023.