Sutton Wealth Advisors’s Del Monte Corp DMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-424	Closed	-$11.1K	–	1064
2022 Q4	$11.1K	Hold	424	–	–	﹤0.01%	908
2022 Q3	$9.85K	Hold	424	–	–	﹤0.01%	889
2022 Q2	$12.5K	Buy	424 +58	+16%	+$1.48K	0.01%	825
2022 Q1	$9.48K	Sell	366 -5	-1%	-$136	﹤0.01%	945
2021 Q4	$10.2K	Buy	371 +10	+3%	+$295	﹤0.01%	926
2021 Q3	$11.6K	Hold	361	–	–	﹤0.01%	856
2021 Q2	$11.9K	Hold	361	–	–	﹤0.01%	859
2021 Q1	$10.3K	Hold	361	–	–	﹤0.01%	874
2020 Q4	$8.69K	Hold	361	–	–	﹤0.01%	855
2020 Q3	$8.27K	Buy	+361	New	+$8.48K	﹤0.01%	797
2020 Q2	–	Sell	-500	Closed	-$13.8K	–	1233
2020 Q1	$13.8K	Hold	500	–	–	0.01%	569
2019 Q4	$17.5K	Buy	+500	New	+$16K	0.01%	654

Other funds holding DMC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Del Monte Corp (DMC) in Q1 2023, closing a stake of 424 shares — an estimated $11.1K sold.

Sutton Wealth Advisors first reported a position in DMC in Q4 2019 and held it in 12 quarters. The position peaked at $17.5K in Q4 2019. 169 funds tracked by Wall St. Rank hold DMC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Del Monte Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 424 Del Monte Corp shares in Q1 2023, an estimated $11.1K.
Sutton Wealth Advisors first reported a position in Del Monte Corp in Q4 2019 and held it in 12 quarters.
Sutton Wealth Advisors's Del Monte Corp position peaked at $17.5K in Q4 2019.
169 funds tracked by Wall St. Rank held Del Monte Corp as of Q1 2023.

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