Sutton Wealth Advisors’s Fox Factory Holding Corp FOXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10	Closed	-$912	–	1082
2022 Q4	$912	Hold	10	–	–	﹤0.01%	1352
2022 Q3	$791	Hold	10	–	–	﹤0.01%	1357
2022 Q2	$805	Buy	+10	New	+$842	﹤0.01%	1346
2022 Q1	–	Sell	-5	Closed	-$851	–	1661
2021 Q4	$851	Buy	+5	New	+$837	﹤0.01%	1367
2020 Q3	–	Sell	-507	Closed	-$41.9K	–	1227
2020 Q2	$41.9K	Hold	507	–	–	0.02%	342
2020 Q1	$21.3K	Sell	507 -71	-12%	-$4.48K	0.01%	459
2019 Q4	$40.2K	Hold	578	–	–	0.02%	370
2019 Q3	$36K	Hold	578	–	–	0.02%	394
2019 Q2	$47.7K	Hold	578	–	–	0.03%	315
2019 Q1	$40.4K	Buy	578 +71	+14%	+$4.5K	0.02%	362
2018 Q4	$29.8K	Buy	507 +81	+19%	+$5.04K	0.02%	398
2018 Q3	$29.8K	Hold	426	–	–	0.02%	442
2018 Q2	$19.8K	Buy	426 +162	+61%	+$6.26K	0.01%	590
2018 Q1	$9.21K	Sell	264 -80	-23%	-$3.04K	0.01%	831
2017 Q4	$13.4K	Buy	344 +80	+30%	+$3.24K	0.01%	699
2017 Q3	$11.4K	Buy	+264	New	+$10.3K	0.01%	733

Other funds holding FOXF

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Fox Factory Holding Corp (FOXF) in Q1 2023, closing a stake of 10 shares — an estimated $912 sold.

Sutton Wealth Advisors first reported a position in FOXF in Q3 2017 and held it in 16 quarters. The position peaked at $47.7K in Q2 2019. 326 funds tracked by Wall St. Rank hold FOXF as of Q1 2023.

Sutton Wealth Advisors reported no remaining Fox Factory Holding Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 10 Fox Factory Holding Corp shares in Q1 2023, an estimated $912.
Sutton Wealth Advisors first reported a position in Fox Factory Holding Corp in Q3 2017 and held it in 16 quarters.
Sutton Wealth Advisors's Fox Factory Holding Corp position peaked at $47.7K in Q2 2019.
326 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q1 2023.

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