SWA
CFFN icon

Sutton Wealth Advisors’s Capitol Federal Financial CFFN Stock Holding History

Sutton Wealth Advisors’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,619
Closed -$14K – 942
2022
Q4 		$14K Buy
1,619
+1,608
+14,618% +$13.3K 0.01% 829
2022
Q3 		$91 Sell
11
-1,476
-99% -$13.7K ﹤0.01% 1616
2022
Q2 		$13.7K Sell
1,487
-862
-37% -$8.52K 0.01% 800
2022
Q1 		$25.6K Buy
2,349
+888
+61% +$9.91K 0.01% 630
2021
Q4 		$16.6K Buy
1,461
+304
+26% +$3.58K 0.01% 766
2021
Q3 		$13.3K Sell
1,157
-1,438
-55% -$16.2K ﹤0.01% 817
2021
Q2 		$30.6K Buy
+2,595
New +$33.3K 0.01% 569

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Capitol Federal Financial (CFFN) in Q1 2023, closing a stake of 1,619 shares — an estimated $14K sold.

Sutton Wealth Advisors first reported a position in CFFN in Q2 2021 and held it in 7 quarters. The position peaked at $30.6K in Q2 2021. 201 funds tracked by Wall St. Rank hold CFFN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Capitol Federal Financial position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,619 Capitol Federal Financial shares in Q1 2023, an estimated $14K.
  • Sutton Wealth Advisors first reported a position in Capitol Federal Financial in Q2 2021 and held it in 7 quarters.
  • Sutton Wealth Advisors's Capitol Federal Financial position peaked at $30.6K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2023.

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