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Sutton Wealth Advisors’s Brady Corp BRC Stock Holding History

Sutton Wealth Advisors’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,274
Closed -$60K – 912
2022
Q4 		$60K Hold
1,274
– – 0.02% 339
2022
Q3 		$53.2K Sell
1,274
-11
-0.9% -$507 0.02% 365
2022
Q2 		$60.7K Buy
1,285
+13
+1% +$598 0.02% 332
2022
Q1 		$58.9K Sell
1,272
-11
-0.9% -$537 0.02% 360
2021
Q4 		$69.2K Buy
1,283
+11
+0.9% +$576 0.02% 333
2021
Q3 		$64.5K Hold
1,272
– – 0.02% 334
2021
Q2 		$71.3K Hold
1,272
– – 0.03% 310
2021
Q1 		$68K Hold
1,272
– – 0.03% 311
2020
Q4 		$67.2K Hold
1,272
– – 0.03% 288
2020
Q3 		$50.9K Hold
1,272
– – 0.02% 299
2020
Q2 		$59.6K Hold
1,272
– – 0.03% 265
2020
Q1 		$57.4K Hold
1,272
– – 0.04% 246
2019
Q4 		$72.8K Hold
1,272
– – 0.04% 250
2019
Q3 		$67.5K Hold
1,272
– – 0.04% 249
2019
Q2 		$62.7K Hold
1,272
– – 0.04% 257
2019
Q1 		$59K Hold
1,272
– – 0.03% 262
2018
Q4 		$55.3K Hold
1,272
– – 0.04% 261
2018
Q3 		$55.6K Hold
1,272
– – 0.04% 270
2018
Q2 		$49K Hold
1,272
– – 0.03% 291
2018
Q1 		$47.3K Hold
1,272
– – 0.03% 289
2017
Q4 		$48.2K Hold
1,272
– – 0.04% 282
2017
Q3 		$48.3K Hold
1,272
– – 0.04% 274
2017
Q2 		$43.1K Hold
1,272
– – 0.03% 290
2017
Q1 		$49.2K Hold
1,272
– – 0.04% 268
2016
Q4 		$47.8K Hold
1,272
– – 0.04% 274
2016
Q3 		$44K Hold
1,272
– – 0.04% 282
2016
Q2 		$38.9K Sell
1,272
-30
-2% -$869 0.04% 285
2016
Q1 		$34.9K Buy
+1,302
New +$31.3K 0.03% 306

Other funds holding BRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Brady Corp (BRC) in Q1 2023, closing a stake of 1,274 shares — an estimated $60K sold.

Sutton Wealth Advisors first reported a position in BRC in Q1 2016 and held it in 28 quarters. The position peaked at $72.8K in Q4 2019. 199 funds tracked by Wall St. Rank hold BRC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Brady Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,274 Brady Corp shares in Q1 2023, an estimated $60K.
  • Sutton Wealth Advisors first reported a position in Brady Corp in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Brady Corp position peaked at $72.8K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Brady Corp as of Q1 2023.

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