Sutton Wealth Advisors’s DXP Enterprises DXPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-351	Closed	-$9.67K	–	1019
2022 Q4	$9.67K	Hold	351	–	–	﹤0.01%	957
2022 Q3	$8.31K	Sell	351 -5	-1%	-$143	﹤0.01%	952
2022 Q2	$10.9K	Buy	356 +4	+1%	+$110	﹤0.01%	873
2022 Q1	$9.54K	Hold	352	–	–	﹤0.01%	943
2021 Q4	$9.04K	Buy	352 +5	+1%	+$152	﹤0.01%	966
2021 Q3	$10.3K	Hold	347	–	–	﹤0.01%	899
2021 Q2	$11.6K	Hold	347	–	–	﹤0.01%	868
2021 Q1	$10.5K	Hold	347	–	–	﹤0.01%	868
2020 Q4	$7.71K	Hold	347	–	–	﹤0.01%	885
2020 Q3	$5.6K	Hold	347	–	–	﹤0.01%	892
2020 Q2	$6.91K	Buy	+347	New	+$5.59K	﹤0.01%	794
2020 Q1	–	Sell	-250	Closed	-$9.95K	–	1222
2019 Q4	$9.95K	Hold	250	–	–	0.01%	821
2019 Q3	$8.68K	Buy	+250	New	+$8.4K	﹤0.01%	827
2019 Q1	–	Sell	-255	Closed	-$7.1K	–	1187
2018 Q4	$7.1K	Buy	+255	New	+$9.04K	﹤0.01%	818
2016 Q2	–	Sell	-261	Closed	-$4.58K	–	1038
2016 Q1	$4.58K	Buy	+261	New	+$4.28K	﹤0.01%	759

Other funds holding DXPE

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of DXP Enterprises (DXPE) in Q1 2023, closing a stake of 351 shares — an estimated $9.67K sold.

Sutton Wealth Advisors first reported a position in DXPE in Q1 2016 and held it in 15 quarters. The position peaked at $11.6K in Q2 2021. 124 funds tracked by Wall St. Rank hold DXPE as of Q1 2023.

Sutton Wealth Advisors reported no remaining DXP Enterprises position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 351 DXP Enterprises shares in Q1 2023, an estimated $9.67K.
Sutton Wealth Advisors first reported a position in DXP Enterprises in Q1 2016 and held it in 15 quarters.
Sutton Wealth Advisors's DXP Enterprises position peaked at $11.6K in Q2 2021.
124 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2023.

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