SWA
BFX

Sutton Wealth Advisors’s BowFlex Inc. BFX Stock Holding History

Sutton Wealth Advisors’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,356
Closed -$5.21K – 1224
2019
Q2 		$5.21K Buy
+2,356
New +$9.29K ﹤0.01% 926
2018
Q1 		– Sell
-583
Closed -$7.78K – 1154
2017
Q4 		$7.78K Buy
+583
New +$8.44K 0.01% 834
2017
Q3 		– Sell
-621
Closed -$11.9K – 1113
2017
Q2 		$11.9K Buy
+621
New +$11.2K 0.01% 703
2017
Q1 		– Sell
-392
Closed -$7.25K – 1083
2016
Q4 		$7.25K Sell
392
-59
-13% -$1.1K 0.01% 768
2016
Q3 		$10.2K Buy
+451
New +$9.61K 0.01% 659

Other funds holding BFX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Sutton Wealth Advisors's BFX Position: Q3 2019 in Review

Sutton Wealth Advisors sold out of BowFlex Inc. (BFX) in Q3 2019, closing a stake of 2,356 shares — an estimated $5.21K sold.

Sutton Wealth Advisors first reported a position in BFX in Q3 2016 and held it in 5 quarters. The position peaked at $11.9K in Q2 2017. 79 funds tracked by Wall St. Rank hold BFX as of Q3 2019.

  • Sutton Wealth Advisors reported no remaining BowFlex Inc. position as of Q3 2019 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,356 BowFlex Inc. shares in Q3 2019, an estimated $5.21K.
  • Sutton Wealth Advisors first reported a position in BowFlex Inc. in Q3 2016 and held it in 5 quarters.
  • Sutton Wealth Advisors's BowFlex Inc. position peaked at $11.9K in Q2 2017.
  • 79 funds tracked by Wall St. Rank held BowFlex Inc. as of Q3 2019.

Based on Sutton Wealth Advisors's 13F filing for Q3 2019, filed 7 Nov 2023.