SWA
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Sutton Wealth Advisors’s Pathward Financial CASH Stock Holding History

Sutton Wealth Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-736
Closed -$31.7K – 926
2022
Q4 		$31.7K Hold
736
– – 0.01% 531
2022
Q3 		$24.3K Sell
736
-15
-2% -$539 0.01% 601
2022
Q2 		$29K Buy
751
+17
+2% +$724 0.01% 540
2022
Q1 		$40.3K Sell
734
-5
-0.7% -$284 0.01% 475
2021
Q4 		$44.1K Buy
739
+7
+1% +$418 0.01% 457
2021
Q3 		$38.4K Hold
732
– – 0.01% 474
2021
Q2 		$37.1K Hold
732
– – 0.01% 496
2021
Q1 		$33.2K Hold
732
– – 0.01% 517
2020
Q4 		$26.8K Hold
732
– – 0.01% 528
2020
Q3 		$14.1K Buy
732
+440
+151% +$8.3K 0.01% 644
2020
Q2 		$5.31K Sell
292
-521
-64% -$9.13K ﹤0.01% 856
2020
Q1 		$17.7K Buy
813
+324
+66% +$10.7K 0.01% 509
2019
Q4 		$17.9K Hold
489
– – 0.01% 649
2019
Q3 		$15.9K Hold
489
– – 0.01% 658
2019
Q2 		$13.7K Buy
+489
New +$12.4K 0.01% 685

Other funds holding CASH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return