Sutton Wealth Advisors’s Saul Centers BFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-571	Closed	-$23.2K	–	892
2022 Q4	$23.2K	Hold	571	–	–	0.01%	642
2022 Q3	$21.4K	Sell	571 -13	-2%	-$599	0.01%	639
2022 Q2	$27.5K	Buy	584 +13	+2%	+$641	0.01%	560
2022 Q1	$30.1K	Sell	571 -4	-0.7%	-$196	0.01%	575
2021 Q4	$30.5K	Buy	575 +4	+0.7%	+$199	0.01%	574
2021 Q3	$25.2K	Hold	571	–	–	0.01%	626
2021 Q2	$26K	Hold	571	–	–	0.01%	624
2021 Q1	$22.9K	Hold	571	–	–	0.01%	634
2020 Q4	$18.1K	Buy	+571	New	+$16.9K	0.01%	651
2020 Q3	–	Sell	-151	Closed	-$4.87K	–	1219
2020 Q2	$4.87K	Buy	151 +31	+26%	+$988	﹤0.01%	900
2020 Q1	$3.93K	Sell	120 -34	-22%	-$1.53K	﹤0.01%	898
2019 Q4	$8.13K	Buy	154 +46	+43%	+$2.43K	﹤0.01%	866
2019 Q3	$5.89K	Hold	108	–	–	﹤0.01%	915
2019 Q2	$6.06K	Hold	108	–	–	﹤0.01%	894
2019 Q1	$5.55K	Buy	+108	New	+$5.72K	﹤0.01%	918

Other funds holding BFS

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Saul Centers (BFS) in Q1 2023, closing a stake of 571 shares — an estimated $23.2K sold.

Sutton Wealth Advisors first reported a position in BFS in Q1 2019 and held it in 15 quarters. The position peaked at $30.5K in Q4 2021. 128 funds tracked by Wall St. Rank hold BFS as of Q1 2023.

Sutton Wealth Advisors reported no remaining Saul Centers position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 571 Saul Centers shares in Q1 2023, an estimated $23.2K.
Sutton Wealth Advisors first reported a position in Saul Centers in Q1 2019 and held it in 15 quarters.
Sutton Wealth Advisors's Saul Centers position peaked at $30.5K in Q4 2021.
128 funds tracked by Wall St. Rank held Saul Centers as of Q1 2023.

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