Sutton Wealth Advisors’s CTS Corp CTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-399	Closed	-$15.7K	–	991
2022 Q4	$15.7K	Hold	399	–	–	0.01%	792
2022 Q3	$16.6K	Hold	399	–	–	0.01%	718
2022 Q2	$13.6K	Sell	399 -10	-2%	-$362	0.01%	801
2022 Q1	$14.5K	Buy	409 +9	+2%	+$315	0.01%	831
2021 Q4	$14.7K	Buy	400 +10	+3%	+$350	﹤0.01%	813
2021 Q3	$12.1K	Hold	390	–	–	﹤0.01%	846
2021 Q2	$14.5K	Hold	390	–	–	0.01%	798
2021 Q1	$12.1K	Hold	390	–	–	﹤0.01%	822
2020 Q4	$13.4K	Hold	390	–	–	0.01%	729
2020 Q3	$8.59K	Hold	390	–	–	﹤0.01%	786
2020 Q2	$7.82K	Hold	390	–	–	﹤0.01%	764
2020 Q1	$9.71K	Hold	390	–	–	0.01%	659
2019 Q4	$11.7K	Hold	390	–	–	0.01%	770
2019 Q3	$12.6K	Hold	390	–	–	0.01%	723
2019 Q2	$10.8K	Hold	390	–	–	0.01%	752
2019 Q1	$11.5K	Hold	390	–	–	0.01%	755
2018 Q4	$10.1K	Hold	390	–	–	0.01%	741
2018 Q3	$13.4K	Hold	390	–	–	0.01%	723
2018 Q2	$14K	Hold	390	–	–	0.01%	736
2018 Q1	$10.6K	Hold	390	–	–	0.01%	797
2017 Q4	$10K	Hold	390	–	–	0.01%	777
2017 Q3	$9.4K	Hold	390	–	–	0.01%	777
2017 Q2	$8.42K	Hold	390	–	–	0.01%	782
2017 Q1	$8.31K	Hold	390	–	–	0.01%	757
2016 Q4	$8.74K	Hold	390	–	–	0.01%	725
2016 Q3	$7.25K	Hold	390	–	–	0.01%	751
2016 Q2	$6.99K	Hold	390	–	–	0.01%	711
2016 Q1	$6.14K	Buy	+390	New	+$5.84K	0.01%	702

Other funds holding CTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of CTS Corp (CTS) in Q1 2023, closing a stake of 399 shares — an estimated $15.7K sold.

Sutton Wealth Advisors first reported a position in CTS in Q1 2016 and held it in 28 quarters. The position peaked at $16.6K in Q3 2022. 201 funds tracked by Wall St. Rank hold CTS as of Q1 2023.

Sutton Wealth Advisors reported no remaining CTS Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 399 CTS Corp shares in Q1 2023, an estimated $15.7K.
Sutton Wealth Advisors first reported a position in CTS Corp in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's CTS Corp position peaked at $16.6K in Q3 2022.
201 funds tracked by Wall St. Rank held CTS Corp as of Q1 2023.

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