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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Centerspace (CSR) in Q1 2023, closing a stake of 130 shares — an estimated $7.63K sold.

Sutton Wealth Advisors first reported a position in CSR in Q1 2020 and held it in 12 quarters. The position peaked at $17.6K in Q4 2021. 153 funds tracked by Wall St. Rank hold CSR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Centerspace position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 130 Centerspace shares in Q1 2023, an estimated $7.63K.
  • Sutton Wealth Advisors first reported a position in Centerspace in Q1 2020 and held it in 12 quarters.
  • Sutton Wealth Advisors's Centerspace position peaked at $17.6K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Centerspace as of Q1 2023.

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