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Sutton Wealth Advisors’s Cabot Corp CBT Stock Holding History

Sutton Wealth Advisors’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9
Closed -$602 – 931
2022
Q4 		$602 Hold
9
– – ﹤0.01% 1451
2022
Q3 		$575 Hold
9
– – ﹤0.01% 1445
2022
Q2 		$574 Sell
9
-1
-10% -$68 ﹤0.01% 1426
2022
Q1 		$684 Buy
10
+1
+11% +$66 ﹤0.01% 1433
2021
Q4 		$506 Buy
+9
New +$495 ﹤0.01% 1521

Other funds holding CBT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Cabot Corp (CBT) in Q1 2023, closing a stake of 9 shares — an estimated $602 sold.

Sutton Wealth Advisors first reported a position in CBT in Q4 2021 and held it in 5 quarters. The position peaked at $684 in Q1 2022. 304 funds tracked by Wall St. Rank hold CBT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Cabot Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 9 Cabot Corp shares in Q1 2023, an estimated $602.
  • Sutton Wealth Advisors first reported a position in Cabot Corp in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Cabot Corp position peaked at $684 in Q1 2022.
  • 304 funds tracked by Wall St. Rank held Cabot Corp as of Q1 2023.

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