Sutton Wealth Advisors’s HCI Group HCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$88.8K	Hold	1,635	–	–	0.04%	179
2023 Q2	$101K	Buy	1,635 +941	+136%	+$51.7K	0.05%	170
2023 Q1	$37.2K	Sell	694 -203	-23%	-$10.2K	0.02%	233
2022 Q4	$35.5K	Buy	897 +15	+2%	+$552	0.01%	495
2022 Q3	$34.6K	Buy	882 +602	+215%	+$34.5K	0.01%	478
2022 Q2	$19K	Hold	280	–	–	0.01%	693
2022 Q1	$19.1K	Buy	280 +91	+48%	+$6.22K	0.01%	720
2021 Q4	$15.8K	Buy	189 +3	+2%	+$350	0.01%	785
2021 Q3	$20.6K	Hold	186	–	–	0.01%	685
2021 Q2	$18.5K	Hold	186	–	–	0.01%	728
2021 Q1	$14.3K	Hold	186	–	–	0.01%	773
2020 Q4	$9.73K	Hold	186	–	–	﹤0.01%	818
2020 Q3	$9.17K	Hold	186	–	–	﹤0.01%	767
2020 Q2	$8.59K	Hold	186	–	–	﹤0.01%	743
2020 Q1	$7.49K	Hold	186	–	–	﹤0.01%	733
2019 Q4	$8.49K	Hold	186	–	–	﹤0.01%	859
2019 Q3	$7.82K	Hold	186	–	–	﹤0.01%	860
2019 Q2	$7.53K	Hold	186	–	–	﹤0.01%	840
2019 Q1	$7.95K	Hold	186	–	–	﹤0.01%	841
2018 Q4	$9.45K	Hold	186	–	–	0.01%	763
2018 Q3	$8.14K	Hold	186	–	–	0.01%	824
2018 Q2	$7.73K	Hold	186	–	–	0.01%	874
2018 Q1	$7.1K	Hold	186	–	–	0.01%	883
2017 Q4	$5.56K	Buy	+186	New	+$6.19K	﹤0.01%	879
2017 Q3	–	Sell	-269	Closed	-$12.6K	–	1093
2017 Q2	$12.6K	Hold	269	–	–	0.01%	686
2017 Q1	$12.3K	Hold	269	–	–	0.01%	659
2016 Q4	$10.6K	Buy	+269	New	+$8.59K	0.01%	678
2016 Q2	–	Sell	-117	Closed	-$3.9K	–	1045
2016 Q1	$3.9K	Buy	+117	New	+$3.81K	﹤0.01%	809

Other funds holding HCI

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Sutton Wealth Advisors held its HCI Group (HCI) position steady in Q3 2023 at 1,635 shares worth $88.8K. The position accounts for 0.04% of the portfolio, ranked #179.

Sutton Wealth Advisors first reported a position in HCI in Q1 2016 and has held it in 28 quarters since. The position peaked at $101K in Q2 2023. 121 funds tracked by Wall St. Rank hold HCI as of Q3 2023.

Sutton Wealth Advisors held 1,635 shares of HCI Group worth $88.8K as of Q3 2023.
Sutton Wealth Advisors left its HCI Group share count unchanged in Q3 2023.
HCI Group made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #179 holding.
Sutton Wealth Advisors first reported a position in HCI Group in Q1 2016 and has held it in 28 quarters since.
Sutton Wealth Advisors's HCI Group position peaked at $101K in Q2 2023.
121 funds tracked by Wall St. Rank held HCI Group as of Q3 2023.

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