Sutton Wealth Advisors’s Element Solutions ESI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.96K	Hold	100	–	–	﹤0.01%	726
2023 Q2	$1.92K	Hold	100	–	–	﹤0.01%	700
2023 Q1	$1.93K	Hold	100	–	–	﹤0.01%	651
2022 Q4	$1.82K	Hold	100	–	–	﹤0.01%	1221
2022 Q3	$1.63K	Hold	100	–	–	﹤0.01%	1210
2022 Q2	$1.78K	Hold	100	–	–	﹤0.01%	1198
2022 Q1	$2.19K	Hold	100	–	–	﹤0.01%	1193
2021 Q4	$2.43K	Hold	100	–	–	﹤0.01%	1175
2021 Q3	$2.17K	Hold	100	–	–	﹤0.01%	1161
2021 Q2	$2.34K	Hold	100	–	–	﹤0.01%	1146
2021 Q1	$1.83K	Hold	100	–	–	﹤0.01%	1148
2020 Q4	$1.77K	Hold	100	–	–	﹤0.01%	1123
2020 Q3	$1.05K	Hold	100	–	–	﹤0.01%	1133
2020 Q2	$1.08K	Sell	100 -20	-17%	-$201	﹤0.01%	1116
2020 Q1	$1K	Buy	120 +67	+126%	+$713	﹤0.01%	1092
2019 Q4	$619	Hold	53	–	–	﹤0.01%	1144
2019 Q3	$540	Hold	53	–	–	﹤0.01%	1154
2019 Q2	$548	Sell	53 -25	-32%	-$263	﹤0.01%	1136
2019 Q1	$788	Buy	78 +45	+136%	+$499	﹤0.01%	1123
2018 Q4	$341	Hold	33	–	–	﹤0.01%	1106
2018 Q3	$412	Hold	33	–	–	﹤0.01%	1098
2018 Q2	$383	Sell	33 -3	-8%	-$33	﹤0.01%	1106
2018 Q1	$347	Buy	36 +3	+9%	+$32	﹤0.01%	1105
2017 Q4	$327	Hold	33	–	–	﹤0.01%	1062
2017 Q3	$368	Hold	33	–	–	﹤0.01%	1054
2017 Q2	$418	Hold	33	–	–	﹤0.01%	1046
2017 Q1	$430	Hold	33	–	–	﹤0.01%	1029
2016 Q4	$324	Buy	+33	New	+$282	﹤0.01%	1039

Other funds holding ESI

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Sutton Wealth Advisors's ESI Position: Q3 2023 in Review

Sutton Wealth Advisors held its Element Solutions (ESI) position steady in Q3 2023 at 100 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Sutton Wealth Advisors first reported a position in ESI in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.43K in Q4 2021. 252 funds tracked by Wall St. Rank hold ESI as of Q3 2023.

Sutton Wealth Advisors held 100 shares of Element Solutions worth $1.96K as of Q3 2023.
Sutton Wealth Advisors left its Element Solutions share count unchanged in Q3 2023.
Element Solutions made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #726 holding.
Sutton Wealth Advisors first reported a position in Element Solutions in Q4 2016 and has held it in 28 quarters since.
Sutton Wealth Advisors's Element Solutions position peaked at $2.43K in Q4 2021.
252 funds tracked by Wall St. Rank held Element Solutions as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.