Sutton Wealth Advisors’s Equity Commonwealth EQC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-548	Closed	-$13.3K	–	1721
2022 Q3	$13.3K	Hold	548	–	–	0.01%	799
2022 Q2	$15.1K	Hold	548	–	–	0.01%	764
2022 Q1	$15.5K	Hold	548	–	–	0.01%	802
2021 Q4	$14.2K	Hold	548	–	–	﹤0.01%	824
2021 Q3	$14.2K	Sell	548 -63	-10%	-$1.66K	0.01%	800
2021 Q2	$16K	Sell	611 -6	-1%	-$167	0.01%	768
2021 Q1	$17.2K	Buy	617 +39	+7%	+$1.1K	0.01%	715
2020 Q4	$15.8K	Sell	578 -59	-9%	-$1.57K	0.01%	675
2020 Q3	$17K	Hold	637	–	–	0.01%	592
2020 Q2	$20.5K	Hold	637	–	–	0.01%	522
2020 Q1	$20.2K	Hold	637	–	–	0.01%	477
2019 Q4	$20.9K	Hold	637	–	–	0.01%	590
2019 Q3	$21.8K	Hold	637	–	–	0.01%	556
2019 Q2	$20.7K	Buy	637 +27	+4%	+$877	0.01%	567
2019 Q1	$19.9K	Buy	610 +38	+7%	+$1.22K	0.01%	571
2018 Q4	$17.2K	Hold	572	–	–	0.01%	573
2018 Q3	$18.4K	Hold	572	–	–	0.01%	620
2018 Q2	$18K	Hold	572	–	–	0.01%	630
2018 Q1	$17.5K	Hold	572	–	–	0.01%	620
2017 Q4	$17.5K	Hold	572	–	–	0.01%	595
2017 Q3	$17.4K	Hold	572	–	–	0.01%	583
2017 Q2	$18.1K	Hold	572	–	–	0.01%	572
2017 Q1	$17.9K	Hold	572	–	–	0.02%	556
2016 Q4	$17.3K	Hold	572	–	–	0.02%	541
2016 Q3	$17.3K	Hold	572	–	–	0.02%	504
2016 Q2	$16.7K	Hold	572	–	–	0.02%	494
2016 Q1	$16.1K	Buy	+572	New	+$15.5K	0.02%	490

Other funds holding EQC

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Equity Commonwealth (EQC) in Q4 2022, closing a stake of 548 shares — an estimated $13.3K sold.

Sutton Wealth Advisors first reported a position in EQC in Q1 2016 and held it in 27 quarters. The position peaked at $21.8K in Q3 2019. 259 funds tracked by Wall St. Rank hold EQC as of Q4 2022.

Sutton Wealth Advisors reported no remaining Equity Commonwealth position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 548 Equity Commonwealth shares in Q4 2022, an estimated $13.3K.
Sutton Wealth Advisors first reported a position in Equity Commonwealth in Q1 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Equity Commonwealth position peaked at $21.8K in Q3 2019.
259 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2022.

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