Sutton Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History

Sutton Wealth Advisors’s Portfolio CHCT Stock Details CHCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-753	Closed	-$27K	–	947
2022 Q4	$27K	Hold	753	–	–	0.01%	580
2022 Q3	$24.7K	Buy	753 +3	+0.4%	+$111	0.01%	593
2022 Q2	$27.2K	Hold	750	–	–	0.01%	565
2022 Q1	$31.7K	Sell	750 -5	-0.7%	-$217	0.01%	556
2021 Q4	$35.7K	Buy	755 +5	+0.7%	+$230	0.01%	519
2021 Q3	$33.9K	Hold	750	–	–	0.01%	514
2021 Q2	$35.6K	Hold	750	–	–	0.01%	513
2021 Q1	$34.6K	Hold	750	–	–	0.01%	506
2020 Q4	$35.3K	Hold	750	–	–	0.02%	447
2020 Q3	$35.1K	Hold	750	–	–	0.02%	386
2020 Q2	$30.7K	Buy	750 +570	+317%	+$21.3K	0.02%	419
2020 Q1	$6.89K	Hold	180	–	–	﹤0.01%	757
2019 Q4	$7.71K	Hold	180	–	–	﹤0.01%	875
2019 Q3	$8.02K	Hold	180	–	–	﹤0.01%	851
2019 Q2	$7.09K	Hold	180	–	–	﹤0.01%	853
2019 Q1	$6.46K	Buy	+180	New	+$5.98K	﹤0.01%	880

Other funds holding CHCT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Community Healthcare Trust (CHCT) in Q1 2023, closing a stake of 753 shares — an estimated $27K sold.

Sutton Wealth Advisors first reported a position in CHCT in Q1 2019 and held it in 16 quarters. The position peaked at $35.7K in Q4 2021. 188 funds tracked by Wall St. Rank hold CHCT as of Q1 2023.

Sutton Wealth Advisors reported no remaining Community Healthcare Trust position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 753 Community Healthcare Trust shares in Q1 2023, an estimated $27K.
Sutton Wealth Advisors first reported a position in Community Healthcare Trust in Q1 2019 and held it in 16 quarters.
Sutton Wealth Advisors's Community Healthcare Trust position peaked at $35.7K in Q4 2021.
188 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2023.

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