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 New York $6.73T AUM 46.02% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of DMC Global (BOOM) in Q1 2023, closing a stake of 421 shares — an estimated $8.18K sold.

Sutton Wealth Advisors first reported a position in BOOM in Q2 2019 and held it in 14 quarters. The position peaked at $31.5K in Q2 2021. 137 funds tracked by Wall St. Rank hold BOOM as of Q1 2023.

Sutton Wealth Advisors reported no remaining DMC Global position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 421 DMC Global shares in Q1 2023, an estimated $8.18K.
Sutton Wealth Advisors first reported a position in DMC Global in Q2 2019 and held it in 14 quarters.
Sutton Wealth Advisors's DMC Global position peaked at $31.5K in Q2 2021.
137 funds tracked by Wall St. Rank held DMC Global as of Q1 2023.

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