Sutton Wealth Advisors’s Global Partners GLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.91K	Hold	54	–	–	﹤0.01%	731
2023 Q2	$1.66K	Hold	54	–	–	﹤0.01%	724
2023 Q1	$1.68K	Hold	54	–	–	﹤0.01%	669
2022 Q4	$1.88K	Hold	54	–	–	﹤0.01%	1213
2022 Q3	$1.34K	Hold	54	–	–	﹤0.01%	1234
2022 Q2	$1.27K	Buy	+54	New	+$1.44K	﹤0.01%	1236

Other funds holding GLP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sutton Wealth Advisors held its Global Partners (GLP) position steady in Q3 2023 at 54 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Sutton Wealth Advisors first reported a position in GLP in Q2 2022 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold GLP as of Q3 2023.

Sutton Wealth Advisors held 54 shares of Global Partners worth $1.91K as of Q3 2023.
Sutton Wealth Advisors left its Global Partners share count unchanged in Q3 2023.
Global Partners made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #731 holding.
Sutton Wealth Advisors first reported a position in Global Partners in Q2 2022 and has held it in 6 quarters since.
105 funds tracked by Wall St. Rank held Global Partners as of Q3 2023.

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