Sutton Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4	Closed	-$138	–	1068
2022 Q4	$138	Sell	4 -22	-85%	-$832	﹤0.01%	1620
2022 Q3	$1.09K	Sell	26 -1	-4%	-$43	﹤0.01%	1271
2022 Q2	$1.06K	Buy	+27	New	+$1.1K	﹤0.01%	1266
2022 Q1	–	Sell	-15	Closed	-$717	–	1657
2021 Q4	$763	Buy	+15	New	+$762	﹤0.01%	1405
2019 Q1	–	Sell	-1,870	Closed	-$57.1K	–	1188
2018 Q4	$53.9K	Hold	1,870	–	–	0.03%	265
2018 Q3	$55.3K	Hold	1,870	–	–	0.04%	272
2018 Q2	$47.6K	Hold	1,870	–	–	0.03%	298
2018 Q1	$43.3K	Hold	1,870	–	–	0.03%	307
2017 Q4	$42.1K	Hold	1,870	–	–	0.03%	318
2017 Q3	$42.3K	Hold	1,870	–	–	0.03%	309
2017 Q2	$41.3K	Hold	1,870	–	–	0.03%	296
2017 Q1	$37.5K	Hold	1,870	–	–	0.03%	315
2016 Q4	$42.3K	Hold	1,870	–	–	0.04%	293
2016 Q3	$34.1K	Hold	1,870	–	–	0.03%	323
2016 Q2	$30.7K	Hold	1,870	–	–	0.03%	325
2016 Q1	$27.7K	Buy	+1,870	New	+$25.7K	0.03%	354

Other funds holding FFIN

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of First Financial Bankshares (FFIN) in Q1 2023, closing a stake of 4 shares — an estimated $138 sold.

Sutton Wealth Advisors first reported a position in FFIN in Q1 2016 and held it in 16 quarters. The position peaked at $55.3K in Q3 2018. 272 funds tracked by Wall St. Rank hold FFIN as of Q1 2023.

Sutton Wealth Advisors reported no remaining First Financial Bankshares position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 First Financial Bankshares shares in Q1 2023, an estimated $138.
Sutton Wealth Advisors first reported a position in First Financial Bankshares in Q1 2016 and held it in 16 quarters.
Sutton Wealth Advisors's First Financial Bankshares position peaked at $55.3K in Q3 2018.
272 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2023.

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