SWA
FRG

Sutton Wealth Advisors’s Franchise Group, Inc. FRG Stock Holding History

Sutton Wealth Advisors’s Portfolio FRG Stock Details FRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10
Closed -$522 – 1741
2021
Q4 		$522 Buy
+10
New +$450 ﹤0.01% 1515

Other funds holding FRG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Sutton Wealth Advisors's FRG Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of Franchise Group, Inc. (FRG) in Q1 2022, closing a stake of 10 shares — an estimated $522 sold.

Sutton Wealth Advisors first reported a position in FRG in Q4 2021 and held it in 1 quarter. The position peaked at $522 in Q4 2021. 158 funds tracked by Wall St. Rank hold FRG as of Q1 2022.

  • Sutton Wealth Advisors reported no remaining Franchise Group, Inc. position as of Q1 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 Franchise Group, Inc. shares in Q1 2022, an estimated $522.
  • Sutton Wealth Advisors first reported a position in Franchise Group, Inc. in Q4 2021 and held it in 1 quarter.
  • Sutton Wealth Advisors's Franchise Group, Inc. position peaked at $522 in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.