SWA
CSR

Sutton Wealth Advisors’s Centerspace CSR Stock Holding History

Sutton Wealth Advisors’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-130
Closed -$7.63K – 989
2022
Q4 		$7.63K Sell
130
-67
-34% -$4.33K ﹤0.01% 1023
2022
Q3 		$13.3K Buy
197
+41
+26% +$3.25K 0.01% 803
2022
Q2 		$12.7K Sell
156
-4
-3% -$350 0.01% 822
2022
Q1 		$15.7K Buy
160
+1
+0.6% +$97 0.01% 799
2021
Q4 		$17.6K Buy
159
+3
+2% +$310 0.01% 747
2021
Q3 		$14.7K Hold
156
– – 0.01% 787
2021
Q2 		$12.3K Buy
156
+31
+25% +$2.23K ﹤0.01% 846
2021
Q1 		$8.5K Hold
125
– – ﹤0.01% 921
2020
Q4 		$8.83K Hold
125
– – ﹤0.01% 851
2020
Q3 		$8.15K Hold
125
– – ﹤0.01% 800
2020
Q2 		$8.81K Buy
125
+60
+92% +$3.83K ﹤0.01% 740
2020
Q1 		$3.58K Buy
+65
New +$4.66K ﹤0.01% 929

Other funds holding CSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return