Sutton Wealth Advisors’s Generac Holdings GNRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.9K	Buy	45 +9	+25%	+$1.11K	﹤0.01%	589
2023 Q2	$5.37K	Sell	36 -26	-42%	-$2.96K	﹤0.01%	553
2023 Q1	$6.7K	Buy	62 +26	+72%	+$3.01K	﹤0.01%	488
2022 Q4	$3.62K	Buy	36 +8	+29%	+$905	﹤0.01%	1137
2022 Q3	$4.99K	Buy	28 +18	+180%	+$4.13K	﹤0.01%	1073
2022 Q2	$2.11K	Sell	10 -12	-55%	-$2.95K	﹤0.01%	1175
2022 Q1	$6.54K	Buy	22 +4	+22%	+$1.2K	﹤0.01%	1048
2021 Q4	$6.33K	Hold	18	–	–	﹤0.01%	1036
2021 Q3	$7.36K	Buy	18 +1	+6%	+$428	﹤0.01%	1001
2021 Q2	$7.06K	Sell	17 -4	-19%	-$1.34K	﹤0.01%	990
2021 Q1	$6.88K	Buy	+21	New	+$6.19K	﹤0.01%	958

Other funds holding GNRC

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Sutton Wealth Advisors increased its Generac Holdings (GNRC) stake by 25% in Q3 2023, buying an estimated $1.11K and bringing the position to 45 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Sutton Wealth Advisors first reported a position in GNRC in Q1 2021 and has held it in 11 quarters since. The position peaked at $7.36K in Q3 2021. 692 funds tracked by Wall St. Rank hold GNRC as of Q3 2023.

Sutton Wealth Advisors held 45 shares of Generac Holdings worth $4.9K as of Q3 2023.
Sutton Wealth Advisors bought 9 Generac Holdings shares in Q3 2023, an estimated $1.11K.
Generac Holdings made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #589 holding.
Sutton Wealth Advisors first reported a position in Generac Holdings in Q1 2021 and has held it in 11 quarters since.
Sutton Wealth Advisors's Generac Holdings position peaked at $7.36K in Q3 2021.
692 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2023.

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