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Sutton Wealth Advisors’s Central Pacific Financial CPF Stock Holding History

Sutton Wealth Advisors’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-612
Closed -$12.4K – 977
2022
Q4 		$12.4K Sell
612
-5
-0.8% -$103 ﹤0.01% 862
2022
Q3 		$12.8K Buy
617
+5
+0.8% +$113 0.01% 819
2022
Q2 		$13.1K Sell
612
-9
-1% -$218 0.01% 812
2022
Q1 		$17.3K Hold
621
– – 0.01% 755
2021
Q4 		$17.5K Buy
621
+9
+1% +$246 0.01% 750
2021
Q3 		$15.7K Hold
612
– – 0.01% 768
2021
Q2 		$15.9K Hold
612
– – 0.01% 769
2021
Q1 		$16.3K Hold
612
– – 0.01% 734
2020
Q4 		$11.6K Hold
612
– – ﹤0.01% 769
2020
Q3 		$8.3K Buy
+612
New +$9.26K ﹤0.01% 796
2020
Q2 		– Sell
-445
Closed -$7.08K – 1225
2020
Q1 		$7.08K Hold
445
– – ﹤0.01% 749
2019
Q4 		$13.2K Hold
445
– – 0.01% 748
2019
Q3 		$12.6K Hold
445
– – 0.01% 722
2019
Q2 		$13.3K Hold
445
– – 0.01% 701
2019
Q1 		$12.8K Hold
445
– – 0.01% 720
2018
Q4 		$10.8K Hold
445
– – 0.01% 721
2018
Q3 		$11.8K Sell
445
-658
-60% -$18.6K 0.01% 756
2018
Q2 		$31.6K Hold
1,103
– – 0.02% 414
2018
Q1 		$31.4K Buy
1,103
+658
+148% +$19.3K 0.02% 404
2017
Q4 		$13.3K Hold
445
– – 0.01% 703
2017
Q3 		$14.3K Hold
445
– – 0.01% 654
2017
Q2 		$14K Hold
445
– – 0.01% 657
2017
Q1 		$13.6K Hold
445
– – 0.01% 636
2016
Q4 		$14K Hold
445
– – 0.01% 604
2016
Q3 		$11.2K Hold
445
– – 0.01% 634
2016
Q2 		$10.5K Hold
445
– – 0.01% 615
2016
Q1 		$9.69K Buy
+445
New +$9.06K 0.01% 619

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Central Pacific Financial (CPF) in Q1 2023, closing a stake of 612 shares — an estimated $12.4K sold.

Sutton Wealth Advisors first reported a position in CPF in Q1 2016 and held it in 27 quarters. The position peaked at $31.6K in Q2 2018. 154 funds tracked by Wall St. Rank hold CPF as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Central Pacific Financial position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 612 Central Pacific Financial shares in Q1 2023, an estimated $12.4K.
  • Sutton Wealth Advisors first reported a position in Central Pacific Financial in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Central Pacific Financial position peaked at $31.6K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Central Pacific Financial as of Q1 2023.

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