Sutton Wealth Advisors’s Blackbaud BLKB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14	Closed	-$824	–	904
2022 Q4	$824	Sell	14 -2	-13%	-$112	﹤0.01%	1380
2022 Q3	$705	Buy	16 +3	+23%	+$162	﹤0.01%	1396
2022 Q2	$755	Sell	13 -2	-13%	-$116	﹤0.01%	1358
2022 Q1	$898	Buy	+15	New	+$978	﹤0.01%	1369
2017 Q3	–	Sell	-506	Closed	-$43.4K	–	1083
2017 Q2	$43.4K	Hold	506	–	–	0.03%	287
2017 Q1	$38.8K	Hold	506	–	–	0.03%	308
2016 Q4	$32.4K	Hold	506	–	–	0.03%	355
2016 Q3	$33.6K	Hold	506	–	–	0.03%	328
2016 Q2	$34.4K	Hold	506	–	–	0.03%	306
2016 Q1	$31.8K	Buy	+506	New	+$29.6K	0.03%	323

Other funds holding BLKB

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Blackbaud (BLKB) in Q1 2023, closing a stake of 14 shares — an estimated $824 sold.

Sutton Wealth Advisors first reported a position in BLKB in Q1 2016 and held it in 10 quarters. The position peaked at $43.4K in Q2 2017. 254 funds tracked by Wall St. Rank hold BLKB as of Q1 2023.

Sutton Wealth Advisors reported no remaining Blackbaud position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 14 Blackbaud shares in Q1 2023, an estimated $824.
Sutton Wealth Advisors first reported a position in Blackbaud in Q1 2016 and held it in 10 quarters.
Sutton Wealth Advisors's Blackbaud position peaked at $43.4K in Q2 2017.
254 funds tracked by Wall St. Rank held Blackbaud as of Q1 2023.

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