Sutton Wealth Advisors’s Five Below FIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.77K	Hold	11	–	–	﹤0.01%	739
2023 Q2	$2.16K	Hold	11	–	–	﹤0.01%	687
2023 Q1	$2.27K	Sell	11 -3	-21%	-$591	﹤0.01%	630
2022 Q4	$2.48K	Sell	14 -529	-97%	-$83.2K	﹤0.01%	1185
2022 Q3	$74.8K	Buy	543 +522	+2,486%	+$68.5K	0.03%	293
2022 Q2	$2.38K	Buy	21 +12	+133%	+$1.73K	﹤0.01%	1160
2022 Q1	$1.43K	Sell	9 -2	-18%	-$334	﹤0.01%	1251
2021 Q4	$2.28K	Buy	+11	New	+$2.16K	﹤0.01%	1187
2018 Q4	–	Sell	-102	Closed	-$13.3K	–	1149
2018 Q3	$13.3K	Sell	102 -25	-20%	-$2.78K	0.01%	724
2018 Q2	$12.4K	Sell	127 -751	-86%	-$60.3K	0.01%	779
2018 Q1	$64.4K	Hold	878	–	–	0.05%	232
2017 Q4	$58.2K	Hold	878	–	–	0.04%	247
2017 Q3	$48.2K	Hold	878	–	–	0.04%	276
2017 Q2	$43.3K	Hold	878	–	–	0.03%	288
2017 Q1	$38K	Hold	878	–	–	0.03%	311
2016 Q4	$35.1K	Hold	878	–	–	0.03%	333
2016 Q3	$35.4K	Hold	878	–	–	0.03%	316
2016 Q2	$40.7K	Hold	878	–	–	0.04%	275
2016 Q1	$36.3K	Buy	+878	New	+$32.1K	0.03%	301

Other funds holding FIVE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Sutton Wealth Advisors held its Five Below (FIVE) position steady in Q3 2023 at 11 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Sutton Wealth Advisors first reported a position in FIVE in Q1 2016 and has held it in 19 quarters since. The position peaked at $74.8K in Q3 2022. 453 funds tracked by Wall St. Rank hold FIVE as of Q3 2023.

Sutton Wealth Advisors held 11 shares of Five Below worth $1.77K as of Q3 2023.
Sutton Wealth Advisors left its Five Below share count unchanged in Q3 2023.
Five Below made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #739 holding.
Sutton Wealth Advisors first reported a position in Five Below in Q1 2016 and has held it in 19 quarters since.
Sutton Wealth Advisors's Five Below position peaked at $74.8K in Q3 2022.
453 funds tracked by Wall St. Rank held Five Below as of Q3 2023.

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