Sutton Wealth Advisors’s Emergent Biosolutions EBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11	Closed	-$231	–	1672
2022 Q3	$231	Sell	11 -758	-99%	-$21.1K	﹤0.01%	1547
2022 Q2	$23.9K	Buy	769 +757	+6,308%	+$25.8K	0.01%	612
2022 Q1	$493	Hold	12	–	–	﹤0.01%	1486
2021 Q4	$522	Buy	+12	New	+$543	﹤0.01%	1513
2020 Q3	–	Sell	-757	Closed	-$59.9K	–	1225
2020 Q2	$59.9K	Hold	757	–	–	0.03%	264
2020 Q1	$43.8K	Buy	757 +3	+0.4%	+$173	0.03%	293
2019 Q4	$40.7K	Hold	754	–	–	0.02%	368
2019 Q3	$39.4K	Buy	754 +201	+36%	+$9.36K	0.02%	368
2019 Q2	$26.7K	Hold	553	–	–	0.02%	485
2019 Q1	$27.9K	Sell	553 -90	-14%	-$5.31K	0.02%	470
2018 Q4	$38.1K	Buy	643 +90	+16%	+$5.8K	0.02%	330
2018 Q3	$36.4K	Hold	553	–	–	0.02%	372
2018 Q2	$27.9K	Hold	553	–	–	0.02%	463
2018 Q1	$29.1K	Hold	553	–	–	0.02%	430
2017 Q4	$25.7K	Hold	553	–	–	0.02%	464
2017 Q3	$22.4K	Hold	553	–	–	0.02%	511
2017 Q2	$18.8K	Buy	553 +105	+23%	+$3.24K	0.01%	549
2017 Q1	$13K	Buy	448 +174	+64%	+$5.3K	0.01%	644
2016 Q4	$9K	Hold	274	–	–	0.01%	719
2016 Q3	$8.64K	Buy	+274	New	+$7.96K	0.01%	699
2016 Q2	–	Sell	-345	Closed	-$12.5K	–	1039
2016 Q1	$12.5K	Buy	+345	New	+$12.2K	0.01%	551

Other funds holding EBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sutton Wealth Advisors's EBS Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Emergent Biosolutions (EBS) in Q4 2022, closing a stake of 11 shares — an estimated $231 sold.

Sutton Wealth Advisors first reported a position in EBS in Q1 2016 and held it in 21 quarters. The position peaked at $59.9K in Q2 2020. 196 funds tracked by Wall St. Rank hold EBS as of Q4 2022.

Sutton Wealth Advisors reported no remaining Emergent Biosolutions position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 11 Emergent Biosolutions shares in Q4 2022, an estimated $231.
Sutton Wealth Advisors first reported a position in Emergent Biosolutions in Q1 2016 and held it in 21 quarters.
Sutton Wealth Advisors's Emergent Biosolutions position peaked at $59.9K in Q2 2020.
196 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.