SWA
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Sutton Wealth Advisors’s Dycom Industries DY Stock Holding History

Sutton Wealth Advisors’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$468 – 1021
2022
Q4 		$468 Hold
5
– – ﹤0.01% 1502
2022
Q3 		$478 Hold
5
– – ﹤0.01% 1475
2022
Q2 		$465 Hold
5
– – ﹤0.01% 1476
2022
Q1 		$476 Buy
5
+2
+67% +$183 ﹤0.01% 1491
2021
Q4 		$281 Buy
+3
New +$254 ﹤0.01% 1605
2017
Q4 		– Sell
-159
Closed -$13.7K – 1088
2017
Q3 		$13.7K Sell
159
-31
-16% -$2.61K 0.01% 673
2017
Q2 		$17K Sell
190
-50
-21% -$4.85K 0.01% 590
2017
Q1 		$22.3K Hold
240
– – 0.02% 480
2016
Q4 		$19.3K Sell
240
-35
-13% -$2.83K 0.02% 508
2016
Q3 		$22.5K Sell
275
-378
-58% -$33.4K 0.02% 435
2016
Q2 		$58.6K Hold
653
– – 0.06% 227
2016
Q1 		$42.2K Buy
+653
New +$39.8K 0.04% 272

Other funds holding DY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return