SWA
BIG

Sutton Wealth Advisors’s Big Lots, Inc. BIG Stock Holding History

Sutton Wealth Advisors’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-432
Closed -$6.35K – 1624
2022
Q4 		$6.35K Buy
432
+33
+8% +$568 ﹤0.01% 1064
2022
Q3 		$6.23K Sell
399
-24
-6% -$516 ﹤0.01% 1023
2022
Q2 		$8.87K Sell
423
-124
-23% -$3.65K ﹤0.01% 937
2022
Q1 		$18.9K Buy
547
+94
+21% +$3.69K 0.01% 727
2021
Q4 		$20.4K Buy
453
+54
+14% +$2.46K 0.01% 692
2021
Q3 		$17.3K Sell
399
-31
-7% -$1.69K 0.01% 740
2021
Q2 		$28.4K Hold
430
– – 0.01% 592
2021
Q1 		$29.4K Buy
430
+31
+8% +$1.85K 0.01% 561
2020
Q4 		$17.1K Hold
399
– – 0.01% 659
2020
Q3 		$17.8K Hold
399
– – 0.01% 576
2020
Q2 		$16.8K Buy
399
+123
+45% +$3.49K 0.01% 586
2020
Q1 		$3.92K Sell
276
-407
-60% -$9.21K ﹤0.01% 899
2019
Q4 		$19.6K Buy
+683
New +$15.8K 0.01% 609
2019
Q2 		– Sell
-619
Closed -$23.5K – 1222
2019
Q1 		$23.5K Buy
+619
New +$20.2K 0.01% 525
2018
Q4 		– Sell
-9
Closed -$376 – 1201
2018
Q3 		$376 Hold
9
– – ﹤0.01% 1102
2018
Q2 		$376 Hold
9
– – ﹤0.01% 1107
2018
Q1 		$392 Hold
9
– – ﹤0.01% 1103
2017
Q4 		$505 Hold
9
– – ﹤0.01% 1049
2017
Q3 		$482 Hold
9
– – ﹤0.01% 1040
2017
Q2 		$435 Hold
9
– – ﹤0.01% 1045
2017
Q1 		$438 Hold
9
– – ﹤0.01% 1028
2016
Q4 		$452 Hold
9
– – ﹤0.01% 1020
2016
Q3 		$430 Hold
9
– – ﹤0.01% 1014
2016
Q2 		$451 Hold
9
– – ﹤0.01% 977
2016
Q1 		$408 Buy
+9
New +$361 ﹤0.01% 981

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Big Lots, Inc. (BIG) in Q1 2023, closing a stake of 432 shares — an estimated $6.35K sold.

Sutton Wealth Advisors first reported a position in BIG in Q1 2016 and held it in 25 quarters. The position peaked at $29.4K in Q1 2021. 180 funds tracked by Wall St. Rank hold BIG as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Big Lots, Inc. position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 432 Big Lots, Inc. shares in Q1 2023, an estimated $6.35K.
  • Sutton Wealth Advisors first reported a position in Big Lots, Inc. in Q1 2016 and held it in 25 quarters.
  • Sutton Wealth Advisors's Big Lots, Inc. position peaked at $29.4K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2023.

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