SWA
DOUG icon

Sutton Wealth Advisors’s Douglas Elliman DOUG Stock Holding History

Sutton Wealth Advisors’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28
Closed -$110 – 1016
2022
Q4 		$110 Buy
+28
New +$112 ﹤0.01% 1636
2022
Q3 		– Sell
-21
Closed -$104 – 1661
2022
Q2 		$96 Sell
21
-894
-98% -$4.95K ﹤0.01% 1623
2022
Q1 		$6.36K Buy
915
+84
+10% +$637 ﹤0.01% 1052
2021
Q4 		$9.1K Buy
+831
New +$9.35K ﹤0.01% 960

Other funds holding DOUG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Douglas Elliman (DOUG) in Q1 2023, closing a stake of 28 shares — an estimated $110 sold.

Sutton Wealth Advisors first reported a position in DOUG in Q4 2021 and held it in 4 quarters. The position peaked at $9.1K in Q4 2021. 165 funds tracked by Wall St. Rank hold DOUG as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Douglas Elliman position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 28 Douglas Elliman shares in Q1 2023, an estimated $110.
  • Sutton Wealth Advisors first reported a position in Douglas Elliman in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Douglas Elliman position peaked at $9.1K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2023.

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