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Sutton Wealth Advisors’s Green Brick Partners GRBK Stock Holding History

Sutton Wealth Advisors’s Portfolio GRBK Stock Details GRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13
Closed -$315 – 1116
2022
Q4 		$315 Sell
13
-5
-28% -$116 ﹤0.01% 1558
2022
Q3 		$385 Buy
+18
New +$444 ﹤0.01% 1499

Other funds holding GRBK

GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Green Brick Partners (GRBK) in Q1 2023, closing a stake of 13 shares — an estimated $315 sold.

Sutton Wealth Advisors first reported a position in GRBK in Q3 2022 and held it in 2 quarters. The position peaked at $385 in Q3 2022. 199 funds tracked by Wall St. Rank hold GRBK as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Green Brick Partners position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 13 Green Brick Partners shares in Q1 2023, an estimated $315.
  • Sutton Wealth Advisors first reported a position in Green Brick Partners in Q3 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Green Brick Partners position peaked at $385 in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Green Brick Partners as of Q1 2023.

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