Sutton Wealth Advisors’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4	Closed	-$123	–	1078
2022 Q4	$123	Buy	+4	New	+$117	﹤0.01%	1628
2022 Q3	–	Sell	-17	Closed	-$514	–	1671
2022 Q2	$487	Hold	17	–	–	﹤0.01%	1464
2022 Q1	$610	Sell	17 -17	-50%	-$556	﹤0.01%	1449
2021 Q4	$1.04K	Buy	34 +17	+100%	+$562	﹤0.01%	1322
2021 Q3	$589	Sell	17 -32	-65%	-$1.25K	﹤0.01%	1271
2021 Q2	$1.98K	Hold	49	–	–	﹤0.01%	1167
2021 Q1	$1.9K	Hold	49	–	–	﹤0.01%	1143
2020 Q4	$1.81K	Hold	49	–	–	﹤0.01%	1120
2020 Q3	$1.34K	Hold	49	–	–	﹤0.01%	1113
2020 Q2	$1.4K	Sell	49 -533	-92%	-$14.2K	﹤0.01%	1094
2020 Q1	$13.9K	Hold	582	–	–	0.01%	566
2019 Q4	$29K	Hold	582	–	–	0.01%	464
2019 Q3	$27.2K	Hold	582	–	–	0.02%	480
2019 Q2	$30.7K	Hold	582	–	–	0.02%	449
2019 Q1	$26.3K	Sell	582 -26	-4%	-$1.14K	0.02%	491
2018 Q4	$23.1K	Buy	608 +565	+1,314%	+$26.4K	0.01%	478
2018 Q3	$2.35K	Hold	43	–	–	﹤0.01%	983
2018 Q2	$1.74K	Hold	43	–	–	﹤0.01%	1021
2018 Q1	$1.86K	Hold	43	–	–	﹤0.01%	1008
2017 Q4	$1.81K	Hold	43	–	–	﹤0.01%	971
2017 Q3	$1.83K	Buy	43 +28	+187%	+$1.18K	﹤0.01%	957
2017 Q2	$696	Hold	15	–	–	﹤0.01%	1018
2017 Q1	$726	Hold	15	–	–	﹤0.01%	995
2016 Q4	$721	Hold	15	–	–	﹤0.01%	988
2016 Q3	$724	Hold	15	–	–	﹤0.01%	980
2016 Q2	$678	Hold	15	–	–	﹤0.01%	950
2016 Q1	$666	Buy	+15	New	+$619	﹤0.01%	944

Other funds holding FLS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Flowserve (FLS) in Q1 2023, closing a stake of 4 shares — an estimated $123 sold.

Sutton Wealth Advisors first reported a position in FLS in Q1 2016 and held it in 27 quarters. The position peaked at $30.7K in Q2 2019. 272 funds tracked by Wall St. Rank hold FLS as of Q1 2023.

Sutton Wealth Advisors reported no remaining Flowserve position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 Flowserve shares in Q1 2023, an estimated $123.
Sutton Wealth Advisors first reported a position in Flowserve in Q1 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Flowserve position peaked at $30.7K in Q2 2019.
272 funds tracked by Wall St. Rank held Flowserve as of Q1 2023.

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