Sutton Wealth Advisors’s FirstCash FCFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9	Closed	-$782	–	1062
2022 Q4	$782	Sell	9 -1	-10%	-$89	﹤0.01%	1401
2022 Q3	$734	Sell	10 -1	-9%	-$75	﹤0.01%	1382
2022 Q2	$765	Sell	11 -1	-8%	-$72	﹤0.01%	1354
2022 Q1	$844	Buy	+12	New	+$848	﹤0.01%	1386
2019 Q3	–	Sell	-552	Closed	-$55.2K	–	1190
2019 Q2	$55.2K	Hold	552	–	–	0.03%	280
2019 Q1	$47.7K	Hold	552	–	–	0.03%	303
2018 Q4	$39.9K	Hold	552	–	–	0.03%	319
2018 Q3	$45.3K	Hold	552	–	–	0.03%	311
2018 Q2	$49.6K	Hold	552	–	–	0.03%	285
2018 Q1	$44.9K	Hold	552	–	–	0.03%	299
2017 Q4	$37.2K	Hold	552	–	–	0.03%	355
2017 Q3	$34.9K	Hold	552	–	–	0.03%	364
2017 Q2	$32.2K	Hold	552	–	–	0.03%	368
2017 Q1	$27.1K	Hold	552	–	–	0.02%	399
2016 Q4	$25.9K	Hold	552	–	–	0.02%	414
2016 Q3	$26K	Buy	552 +162	+42%	+$8.14K	0.02%	390
2016 Q2	$20K	Hold	390	–	–	0.02%	445
2016 Q1	$18K	Buy	+390	New	+$15.7K	0.02%	470

Other funds holding FCFS

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Sutton Wealth Advisors sold out of FirstCash (FCFS) in Q1 2023, closing a stake of 9 shares — an estimated $782 sold.

Sutton Wealth Advisors first reported a position in FCFS in Q1 2016 and held it in 18 quarters. The position peaked at $55.2K in Q2 2019. 256 funds tracked by Wall St. Rank hold FCFS as of Q1 2023.

Sutton Wealth Advisors reported no remaining FirstCash position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 9 FirstCash shares in Q1 2023, an estimated $782.
Sutton Wealth Advisors first reported a position in FirstCash in Q1 2016 and held it in 18 quarters.
Sutton Wealth Advisors's FirstCash position peaked at $55.2K in Q2 2019.
256 funds tracked by Wall St. Rank held FirstCash as of Q1 2023.

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