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Sutton Wealth Advisors’s Empire State Realty Trust ESRT Stock Holding History

Sutton Wealth Advisors’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,042
Closed -$14.9K – 1175
2019
Q3 		$14.9K Hold
1,042
– – 0.01% 682
2019
Q2 		$15.4K Sell
1,042
-952
-48% -$14.7K 0.01% 655
2019
Q1 		$31.5K Buy
+1,994
New +$30.6K 0.02% 426
2017
Q4 		– Sell
-721
Closed -$14.8K – 1090
2017
Q3 		$14.8K Hold
721
– – 0.01% 642
2017
Q2 		$15K Buy
+721
New +$15.2K 0.01% 637

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sutton Wealth Advisors's ESRT Position: Q4 2019 in Review

Sutton Wealth Advisors sold out of Empire State Realty Trust (ESRT) in Q4 2019, closing a stake of 1,042 shares — an estimated $14.9K sold.

Sutton Wealth Advisors first reported a position in ESRT in Q2 2017 and held it in 5 quarters. The position peaked at $31.5K in Q1 2019. 208 funds tracked by Wall St. Rank hold ESRT as of Q4 2019.

  • Sutton Wealth Advisors reported no remaining Empire State Realty Trust position as of Q4 2019 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,042 Empire State Realty Trust shares in Q4 2019, an estimated $14.9K.
  • Sutton Wealth Advisors first reported a position in Empire State Realty Trust in Q2 2017 and held it in 5 quarters.
  • Sutton Wealth Advisors's Empire State Realty Trust position peaked at $31.5K in Q1 2019.
  • 208 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2019.

Based on Sutton Wealth Advisors's 13F filing for Q4 2019, filed 7 Nov 2023.