SWA
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Sutton Wealth Advisors’s EPR Properties EPR Stock Holding History

Sutton Wealth Advisors’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$151 – 1040
2022
Q4 		$151 Buy
+4
New +$156 ﹤0.01% 1612
2022
Q3 		– Sell
-8
Closed -$377 – 1667
2022
Q2 		$375 Hold
8
– – ﹤0.01% 1511
2022
Q1 		$438 Hold
8
– – ﹤0.01% 1501
2021
Q4 		$380 Buy
+8
New +$397 ﹤0.01% 1579
2017
Q3 		– Sell
-90
Closed -$6.47K – 1088
2017
Q2 		$6.47K Hold
90
– – 0.01% 834
2017
Q1 		$6.63K Hold
90
– – 0.01% 806
2016
Q4 		$6.46K Hold
90
– – 0.01% 798
2016
Q3 		$7.09K Buy
+90
New +$7.19K 0.01% 758

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State Street
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Bank of New York Mellon
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PI
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return