SWA
BOOM icon

Sutton Wealth Advisors’s DMC Global BOOM Stock Holding History

Sutton Wealth Advisors’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-421
Closed -$8.18K – 909
2022
Q4 		$8.18K Buy
+421
New +$7.78K ﹤0.01% 1007
2022
Q3 		– Sell
-560
Closed -$11.4K – 1645
2022
Q2 		$10.1K Hold
560
– – ﹤0.01% 900
2022
Q1 		$17.1K Sell
560
-6
-1% -$218 0.01% 762
2021
Q4 		$22.4K Buy
566
+6
+1% +$239 0.01% 666
2021
Q3 		$20.7K Hold
560
– – 0.01% 683
2021
Q2 		$31.5K Hold
560
– – 0.01% 555
2021
Q1 		$30.4K Hold
560
– – 0.01% 547
2020
Q4 		$24.2K Hold
560
– – 0.01% 556
2020
Q3 		$18.4K Hold
560
– – 0.01% 570
2020
Q2 		$15.5K Hold
560
– – 0.01% 606
2020
Q1 		$12.9K Buy
560
+349
+165% +$12.6K 0.01% 586
2019
Q4 		$9.48K Buy
211
+22
+12% +$978 ﹤0.01% 834
2019
Q3 		$8.31K Buy
189
+43
+29% +$2.16K ﹤0.01% 841
2019
Q2 		$9.25K Buy
+146
New +$9.69K 0.01% 787

Other funds holding BOOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return