Sutton Wealth Advisors’s GMS Inc GMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-403	Closed	-$20.1K	–	1107
2022 Q4	$20.1K	Buy	403 +1	+0.2%	+$48	0.01%	686
2022 Q3	$16.1K	Sell	402 -10	-2%	-$478	0.01%	730
2022 Q2	$18.3K	Sell	412 -4	-1%	-$190	0.01%	706
2022 Q1	$20.7K	Buy	416 +16	+4%	+$842	0.01%	700
2021 Q4	$24K	Hold	400	–	–	0.01%	652
2021 Q3	$17.5K	Hold	400	–	–	0.01%	737
2021 Q2	$19.3K	Hold	400	–	–	0.01%	717
2021 Q1	$16.7K	Buy	400 +13	+3%	+$463	0.01%	722
2020 Q4	$11.8K	Buy	387 +96	+33%	+$2.67K	0.01%	767
2020 Q3	$7.01K	Hold	291	–	–	﹤0.01%	826
2020 Q2	$7.16K	Sell	291 -750	-72%	-$14.3K	﹤0.01%	788
2020 Q1	$16.4K	Buy	1,041 +219	+27%	+$5.19K	0.01%	526
2019 Q4	$22.3K	Hold	822	–	–	0.01%	563
2019 Q3	$23.6K	Hold	822	–	–	0.01%	530
2019 Q2	$18.1K	Buy	+822	New	+$14.7K	0.01%	611

Other funds holding GMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of GMS Inc (GMS) in Q1 2023, closing a stake of 403 shares — an estimated $20.1K sold.

Sutton Wealth Advisors first reported a position in GMS in Q2 2019 and held it in 15 quarters. The position peaked at $24K in Q4 2021. 238 funds tracked by Wall St. Rank hold GMS as of Q1 2023.

Sutton Wealth Advisors reported no remaining GMS Inc position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 403 GMS Inc shares in Q1 2023, an estimated $20.1K.
Sutton Wealth Advisors first reported a position in GMS Inc in Q2 2019 and held it in 15 quarters.
Sutton Wealth Advisors's GMS Inc position peaked at $24K in Q4 2021.
238 funds tracked by Wall St. Rank held GMS Inc as of Q1 2023.

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