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Sutton Wealth Advisors’s BioLife Solutions BLFS Stock Holding History

Sutton Wealth Advisors’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$146 – 903
2022
Q4 		$146 Sell
8
-277
-97% -$5.72K ﹤0.01% 1615
2022
Q3 		$6.48K Buy
285
+277
+3,463% +$5.93K ﹤0.01% 1011
2022
Q2 		$110 Sell
8
-14
-64% -$205 ﹤0.01% 1612
2022
Q1 		$500 Sell
22
-332
-94% -$8.74K ﹤0.01% 1484
2021
Q4 		$13.2K Buy
+354
New +$15.2K ﹤0.01% 844

Other funds holding BLFS

CC
Casdin Capital New York $1.32B AUM 76.62% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of BioLife Solutions (BLFS) in Q1 2023, closing a stake of 8 shares — an estimated $146 sold.

Sutton Wealth Advisors first reported a position in BLFS in Q4 2021 and held it in 5 quarters. The position peaked at $13.2K in Q4 2021. 169 funds tracked by Wall St. Rank hold BLFS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining BioLife Solutions position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 BioLife Solutions shares in Q1 2023, an estimated $146.
  • Sutton Wealth Advisors first reported a position in BioLife Solutions in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's BioLife Solutions position peaked at $13.2K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held BioLife Solutions as of Q1 2023.

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