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Sutton Wealth Advisors’s CoreCivic CXW Stock Holding History

Sutton Wealth Advisors’s Portfolio CXW Stock Details CXW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,529
Closed -$29.2K – 998
2022
Q4 		$29.2K Hold
2,529
– – 0.01% 560
2022
Q3 		$22.4K Sell
2,529
-18
-0.7% -$182 0.01% 625
2022
Q2 		$28.3K Hold
2,547
– – 0.01% 546
2022
Q1 		$28.4K Hold
2,547
– – 0.01% 593
2021
Q4 		$25.4K Buy
2,547
+29
+1% +$288 0.01% 638
2021
Q3 		$22.4K Hold
2,518
– – 0.01% 658
2021
Q2 		$26.4K Hold
2,518
– – 0.01% 621
2021
Q1 		$22.8K Buy
+2,518
New +$19.4K 0.01% 635
2020
Q4 		– Sell
-2,105
Closed -$16.8K – 1236
2020
Q3 		$16.8K Buy
+2,105
New +$19.1K 0.01% 594

Other funds holding CXW

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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of CoreCivic (CXW) in Q1 2023, closing a stake of 2,529 shares — an estimated $29.2K sold.

Sutton Wealth Advisors first reported a position in CXW in Q3 2020 and held it in 9 quarters. The position peaked at $29.2K in Q4 2022. 203 funds tracked by Wall St. Rank hold CXW as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining CoreCivic position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,529 CoreCivic shares in Q1 2023, an estimated $29.2K.
  • Sutton Wealth Advisors first reported a position in CoreCivic in Q3 2020 and held it in 9 quarters.
  • Sutton Wealth Advisors's CoreCivic position peaked at $29.2K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held CoreCivic as of Q1 2023.

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