Sutton Wealth Advisors’s Cedar Fair FUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-74	Closed	-$1.36K	–	1236
2020 Q1	$1.36K	Sell	74 -16	-18%	-$703	﹤0.01%	1072
2019 Q4	$4.99K	Sell	90 -4,000	-98%	-$225K	﹤0.01%	949
2019 Q3	$239K	Sell	4,090 -508	-11%	-$26.8K	0.13%	123
2019 Q2	$219K	Hold	4,598	–	–	0.13%	129
2019 Q1	$242K	Buy	4,598 +289	+7%	+$15.4K	0.14%	116
2018 Q4	$204K	Buy	4,309 +4,000	+1,294%	+$209K	0.13%	124
2018 Q3	$16.1K	Sell	309 -122	-28%	-$6.75K	0.01%	667
2018 Q2	$27.2K	Buy	431 +21	+5%	+$1.37K	0.02%	474
2018 Q1	$26.2K	Buy	410 +30	+8%	+$1.99K	0.02%	462
2017 Q4	$24.7K	Hold	380	–	–	0.02%	482
2017 Q3	$24.4K	Buy	380 +218	+135%	+$14.6K	0.02%	476
2017 Q2	$11.7K	Buy	+162	New	+$11.4K	0.01%	710

Other funds holding FUN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Sutton Wealth Advisors's FUN Position: Q2 2020 in Review

Sutton Wealth Advisors sold out of Cedar Fair (FUN) in Q2 2020, closing a stake of 74 shares — an estimated $1.36K sold.

Sutton Wealth Advisors first reported a position in FUN in Q2 2017 and held it in 12 quarters. The position peaked at $242K in Q1 2019. 170 funds tracked by Wall St. Rank hold FUN as of Q2 2020.

Sutton Wealth Advisors reported no remaining Cedar Fair position as of Q2 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 74 Cedar Fair shares in Q2 2020, an estimated $1.36K.
Sutton Wealth Advisors first reported a position in Cedar Fair in Q2 2017 and held it in 12 quarters.
Sutton Wealth Advisors's Cedar Fair position peaked at $242K in Q1 2019.
170 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2020.

Based on Sutton Wealth Advisors's 13F filing for Q2 2020, filed 7 Nov 2023.