SWA
CIR

Sutton Wealth Advisors’s CIRCOR International, Inc CIR Stock Holding History

Sutton Wealth Advisors’s Portfolio CIR Stock Details CIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-424
Closed -$10.2K – 1651
2022
Q4 		$10.2K Hold
424
– – ﹤0.01% 938
2022
Q3 		$6.99K Hold
424
– – ﹤0.01% 1000
2022
Q2 		$6.95K Buy
424
+40
+10% +$800 ﹤0.01% 1003
2022
Q1 		$10.2K Sell
384
-4
-1% -$106 ﹤0.01% 927
2021
Q4 		$10.5K Buy
388
+8
+2% +$244 ﹤0.01% 919
2021
Q3 		$12.5K Hold
380
– – ﹤0.01% 834
2021
Q2 		$12.4K Hold
380
– – ﹤0.01% 841
2021
Q1 		$13.2K Hold
380
– – 0.01% 789
2020
Q4 		$14.6K Hold
380
– – 0.01% 695
2020
Q3 		$10.4K Hold
380
– – 0.01% 730
2020
Q2 		$9.68K Buy
+380
New +$5.92K 0.01% 712
2020
Q1 		– Sell
-311
Closed -$14.4K – 1279
2019
Q4 		$14.4K Hold
311
– – 0.01% 724
2019
Q3 		$11.7K Sell
311
-9
-3% -$342 0.01% 751
2019
Q2 		$14.7K Buy
+320
New +$12.4K 0.01% 669
2019
Q1 		– Sell
-368
Closed -$7.84K – 1238
2018
Q4 		$7.84K Buy
+368
New +$12.2K 0.01% 801
2018
Q2 		– Sell
-307
Closed -$13.1K – 1169
2018
Q1 		$13.1K Buy
307
+205
+201% +$9.85K 0.01% 725
2017
Q4 		$4.96K Hold
102
– – ﹤0.01% 892
2017
Q3 		$5.55K Sell
102
-39
-28% -$2.03K ﹤0.01% 862
2017
Q2 		$8.37K Buy
141
+39
+38% +$2.44K 0.01% 785
2017
Q1 		$6.06K Hold
102
– – 0.01% 822
2016
Q4 		$6.62K Hold
102
– – 0.01% 793
2016
Q3 		$6.08K Hold
102
– – 0.01% 781
2016
Q2 		$5.81K Hold
102
– – 0.01% 752
2016
Q1 		$4.73K Buy
+102
New +$3.96K ﹤0.01% 752

Other funds holding CIR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of CIRCOR International, Inc (CIR) in Q1 2023, closing a stake of 424 shares — an estimated $10.2K sold.

Sutton Wealth Advisors first reported a position in CIR in Q1 2016 and held it in 24 quarters. The position peaked at $14.7K in Q2 2019. 148 funds tracked by Wall St. Rank hold CIR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining CIRCOR International, Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 424 CIRCOR International, Inc shares in Q1 2023, an estimated $10.2K.
  • Sutton Wealth Advisors first reported a position in CIRCOR International, Inc in Q1 2016 and held it in 24 quarters.
  • Sutton Wealth Advisors's CIRCOR International, Inc position peaked at $14.7K in Q2 2019.
  • 148 funds tracked by Wall St. Rank held CIRCOR International, Inc as of Q1 2023.

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