SWA
DCI icon

Sutton Wealth Advisors’s Donaldson DCI Stock Holding History

Sutton Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22
Closed -$1.29K – 1002
2022
Q4 		$1.29K Hold
22
– – ﹤0.01% 1266
2022
Q3 		$1.08K Hold
22
– – ﹤0.01% 1273
2022
Q2 		$1.06K Buy
22
+20
+1,000% +$1.01K ﹤0.01% 1267
2022
Q1 		$104 Sell
2
-12
-86% -$653 ﹤0.01% 1617
2021
Q4 		$830 Buy
+14
New +$829 ﹤0.01% 1375

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Donaldson (DCI) in Q1 2023, closing a stake of 22 shares — an estimated $1.29K sold.

Sutton Wealth Advisors first reported a position in DCI in Q4 2021 and held it in 5 quarters. The position peaked at $1.29K in Q4 2022. 454 funds tracked by Wall St. Rank hold DCI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Donaldson position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 22 Donaldson shares in Q1 2023, an estimated $1.29K.
  • Sutton Wealth Advisors first reported a position in Donaldson in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Donaldson position peaked at $1.29K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Donaldson as of Q1 2023.

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