Sutton Wealth Advisors’s FB Financial Corp FBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-670	Closed	-$24.2K	–	1058
2022 Q4	$24.2K	Hold	670	–	–	0.01%	620
2022 Q3	$25.6K	Hold	670	–	–	0.01%	584
2022 Q2	$26.3K	Buy	670 +3	+0.4%	+$121	0.01%	577
2022 Q1	$29.6K	Hold	667	–	–	0.01%	583
2021 Q4	$29.2K	Buy	667 +9	+1%	+$403	0.01%	591
2021 Q3	$28.2K	Buy	658 +331	+101%	+$13.1K	0.01%	588
2021 Q2	$12.2K	Hold	327	–	–	﹤0.01%	850
2021 Q1	$14.5K	Hold	327	–	–	0.01%	766
2020 Q4	$11.4K	Hold	327	–	–	﹤0.01%	776
2020 Q3	$8.21K	Buy	+327	New	+$8.46K	﹤0.01%	799

Other funds holding FBK

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

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

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sutton Wealth Advisors's FBK Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of FB Financial Corp (FBK) in Q1 2023, closing a stake of 670 shares — an estimated $24.2K sold.

Sutton Wealth Advisors first reported a position in FBK in Q3 2020 and held it in 10 quarters. The position peaked at $29.6K in Q1 2022. 159 funds tracked by Wall St. Rank hold FBK as of Q1 2023.

Sutton Wealth Advisors reported no remaining FB Financial Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 670 FB Financial Corp shares in Q1 2023, an estimated $24.2K.
Sutton Wealth Advisors first reported a position in FB Financial Corp in Q3 2020 and held it in 10 quarters.
Sutton Wealth Advisors's FB Financial Corp position peaked at $29.6K in Q1 2022.
159 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.