Sutton Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-365	Closed	-$12.1K	–	949
2022 Q4	$12.1K	Hold	365	–	–	﹤0.01%	872
2022 Q3	$10.6K	Sell	365 -8	-2%	-$280	﹤0.01%	871
2022 Q2	$14.5K	Hold	373	–	–	0.01%	780
2022 Q1	$12.2K	Sell	373 -11	-3%	-$346	﹤0.01%	884
2021 Q4	$12.8K	Buy	384 +22	+6%	+$725	﹤0.01%	851
2021 Q3	$11.8K	Hold	362	–	–	﹤0.01%	852
2021 Q2	$11.5K	Hold	362	–	–	﹤0.01%	870
2021 Q1	$11K	Hold	362	–	–	﹤0.01%	846
2020 Q4	$9.3K	Sell	362 -86	-19%	-$1.69K	﹤0.01%	832
2020 Q3	$6.51K	Buy	448 +90	+25%	+$1.28K	﹤0.01%	848
2020 Q2	$4.86K	Buy	+358	New	+$4.94K	﹤0.01%	901
2020 Q1	–	Sell	-414	Closed	-$15.8K	–	1213
2019 Q4	$15.8K	Hold	414	–	–	0.01%	696
2019 Q3	$16.7K	Hold	414	–	–	0.01%	644
2019 Q2	$14.5K	Hold	414	–	–	0.01%	672
2019 Q1	$12.9K	Hold	414	–	–	0.01%	719
2018 Q4	$13.2K	Buy	+414	New	+$14.4K	0.01%	667

Other funds holding CHEF

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Chefs' Warehouse (CHEF) in Q1 2023, closing a stake of 365 shares — an estimated $12.1K sold.

Sutton Wealth Advisors first reported a position in CHEF in Q4 2018 and held it in 16 quarters. The position peaked at $16.7K in Q3 2019. 177 funds tracked by Wall St. Rank hold CHEF as of Q1 2023.

Sutton Wealth Advisors reported no remaining Chefs' Warehouse position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 365 Chefs' Warehouse shares in Q1 2023, an estimated $12.1K.
Sutton Wealth Advisors first reported a position in Chefs' Warehouse in Q4 2018 and held it in 16 quarters.
Sutton Wealth Advisors's Chefs' Warehouse position peaked at $16.7K in Q3 2019.
177 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2023.

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