Sutton Wealth Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.75K	Buy	+4	New	+$1.7K	﹤0.01%	740
2023 Q1	–	Sell	-1	Closed	-$401	–	1065
2022 Q4	$401	Hold	1	–	–	﹤0.01%	1527
2022 Q3	$400	Buy	+1	New	+$423	﹤0.01%	1494
2022 Q2	–	Sell	-2	Closed	-$868	–	1661
2022 Q1	$868	Buy	+2	New	+$844	﹤0.01%	1380

Other funds holding FDS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Sutton Wealth Advisors opened a new position in Factset (FDS) in Q3 2023: 4 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in FDS as recently as Q4 2022.

Sutton Wealth Advisors first reported a position in FDS in Q1 2022 and has held it in 4 quarters since. 731 funds tracked by Wall St. Rank hold FDS as of Q3 2023.

Sutton Wealth Advisors held 4 shares of Factset worth $1.75K as of Q3 2023.
Factset was a new Sutton Wealth Advisors position in Q3 2023.
Factset made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #740 holding.
Sutton Wealth Advisors first reported a position in Factset in Q1 2022 and has held it in 4 quarters since.
731 funds tracked by Wall St. Rank held Factset as of Q3 2023.

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