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Sutton Wealth Advisors’s Grocery Outlet GO Stock Holding History

Sutton Wealth Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$117 – 1111
2022
Q4 		$117 Sell
4
-7
-64% -$220 ﹤0.01% 1631
2022
Q3 		$366 Hold
11
– – ﹤0.01% 1508
2022
Q2 		$469 Hold
11
– – ﹤0.01% 1474
2022
Q1 		$361 Buy
+11
New +$307 ﹤0.01% 1523

Other funds holding GO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Grocery Outlet (GO) in Q1 2023, closing a stake of 4 shares — an estimated $117 sold.

Sutton Wealth Advisors first reported a position in GO in Q1 2022 and held it in 4 quarters. The position peaked at $469 in Q2 2022. 224 funds tracked by Wall St. Rank hold GO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Grocery Outlet position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4 Grocery Outlet shares in Q1 2023, an estimated $117.
  • Sutton Wealth Advisors first reported a position in Grocery Outlet in Q1 2022 and held it in 4 quarters.
  • Sutton Wealth Advisors's Grocery Outlet position peaked at $469 in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2023.

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