SWA
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Sutton Wealth Advisors’s Warrior Met Coal HCC Stock Holding History

Sutton Wealth Advisors’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,634
Closed -$56.6K – 1125
2022
Q4 		$56.6K Hold
1,634
– – 0.02% 357
2022
Q3 		$46.5K Hold
1,634
– – 0.02% 391
2022
Q2 		$50K Hold
1,634
– – 0.02% 381
2022
Q1 		$60.6K Hold
1,634
– – 0.02% 354
2021
Q4 		$42K Buy
1,634
+13
+0.8% +$313 0.01% 473
2021
Q3 		$37.7K Hold
1,621
– – 0.01% 481
2021
Q2 		$27.9K Hold
1,621
– – 0.01% 598
2021
Q1 		$27.8K Hold
1,621
– – 0.01% 580
2020
Q4 		$34.6K Hold
1,621
– – 0.01% 457
2020
Q3 		$27.7K Hold
1,621
– – 0.01% 455
2020
Q2 		$24.9K Hold
1,621
– – 0.01% 470
2020
Q1 		$17.2K Buy
+1,621
New +$29.3K 0.01% 516

Other funds holding HCC

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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Warrior Met Coal (HCC) in Q1 2023, closing a stake of 1,634 shares — an estimated $56.6K sold.

Sutton Wealth Advisors first reported a position in HCC in Q1 2020 and held it in 12 quarters. The position peaked at $60.6K in Q1 2022. 228 funds tracked by Wall St. Rank hold HCC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Warrior Met Coal position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,634 Warrior Met Coal shares in Q1 2023, an estimated $56.6K.
  • Sutton Wealth Advisors first reported a position in Warrior Met Coal in Q1 2020 and held it in 12 quarters.
  • Sutton Wealth Advisors's Warrior Met Coal position peaked at $60.6K in Q1 2022.
  • 228 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2023.

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