Sutton Wealth Advisors’s Commercial Metals CMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15	Closed	-$725	–	961
2022 Q4	$725	Hold	15	–	–	﹤0.01%	1416
2022 Q3	$532	Sell	15 -8	-35%	-$309	﹤0.01%	1457
2022 Q2	$761	Hold	23	–	–	﹤0.01%	1355
2022 Q1	$957	Buy	23 +8	+53%	+$300	﹤0.01%	1353
2021 Q4	$544	Buy	+15	New	+$497	﹤0.01%	1499

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Commercial Metals (CMC) in Q1 2023, closing a stake of 15 shares — an estimated $725 sold.

Sutton Wealth Advisors first reported a position in CMC in Q4 2021 and held it in 5 quarters. The position peaked at $957 in Q1 2022. 408 funds tracked by Wall St. Rank hold CMC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Commercial Metals position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 15 Commercial Metals shares in Q1 2023, an estimated $725.
Sutton Wealth Advisors first reported a position in Commercial Metals in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's Commercial Metals position peaked at $957 in Q1 2022.
408 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2023.

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