SWA
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Sutton Wealth Advisors’s Core Laboratories CLB Stock Holding History

Sutton Wealth Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-913
Closed -$18.5K – 956
2022
Q4 		$18.5K Hold
913
– – 0.01% 725
2022
Q3 		$12.3K Buy
+913
New +$15.4K 0.01% 833
2022
Q2 		– Sell
-313
Closed -$9.9K – 1650
2022
Q1 		$9.9K Buy
313
+299
+2,136% +$8.38K ﹤0.01% 933
2021
Q4 		$312 Sell
14
-538
-97% -$14K ﹤0.01% 1597
2021
Q3 		$15.3K Buy
552
+171
+45% +$5.21K 0.01% 778
2021
Q2 		$14.8K Buy
+381
New +$13.7K 0.01% 786
2020
Q4 		– Sell
-283
Closed -$4.32K – 1235
2020
Q3 		$4.32K Buy
283
+23
+9% +$482 ﹤0.01% 964
2020
Q2 		$5.28K Buy
+260
New +$4.66K ﹤0.01% 862

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return