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Sutton Wealth Advisors’s Bankunited BKU Stock Holding History

Sutton Wealth Advisors’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,165
Closed -$39.6K – 901
2022
Q4 		$39.6K Sell
1,165
-1
-0.1% -$35 0.02% 456
2022
Q3 		$39.8K Sell
1,166
-5
-0.4% -$187 0.02% 432
2022
Q2 		$41.7K Sell
1,171
-13
-1% -$515 0.02% 432
2022
Q1 		$52K Hold
1,184
– – 0.02% 387
2021
Q4 		$50.1K Buy
1,184
+23
+2% +$964 0.02% 414
2021
Q3 		$48.6K Hold
1,161
– – 0.02% 402
2021
Q2 		$49.6K Hold
1,161
– – 0.02% 409
2021
Q1 		$51K Hold
1,161
– – 0.02% 387
2020
Q4 		$40.4K Hold
1,161
– – 0.02% 417
2020
Q3 		$25.4K Buy
+1,161
New +$24.6K 0.01% 479

Other funds holding BKU

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Bankunited (BKU) in Q1 2023, closing a stake of 1,165 shares — an estimated $39.6K sold.

Sutton Wealth Advisors first reported a position in BKU in Q3 2020 and held it in 10 quarters. The position peaked at $52K in Q1 2022. 206 funds tracked by Wall St. Rank hold BKU as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Bankunited position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,165 Bankunited shares in Q1 2023, an estimated $39.6K.
  • Sutton Wealth Advisors first reported a position in Bankunited in Q3 2020 and held it in 10 quarters.
  • Sutton Wealth Advisors's Bankunited position peaked at $52K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Bankunited as of Q1 2023.

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