Sutton Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-676	Closed	-$8.11K	–	1126
2022 Q4	$8.11K	Buy	+676	New	+$8.93K	﹤0.01%	1008
2022 Q3	–	Sell	-21	Closed	-$309	–	1677
2022 Q2	$366	Buy	21 +6	+40%	+$103	﹤0.01%	1514
2022 Q1	$279	Sell	15 -1,023	-99%	-$17.6K	﹤0.01%	1549
2021 Q4	$18.5K	Sell	1,038 -2	-0.2%	-$39	0.01%	732
2021 Q3	$26K	Buy	+1,040	New	+$28.1K	0.01%	616
2018 Q1	–	Sell	-949	Closed	-$50K	–	1132
2017 Q4	$50K	Hold	949	–	–	0.04%	272
2017 Q3	$51.2K	Hold	949	–	–	0.04%	267
2017 Q2	$44.4K	Hold	949	–	–	0.04%	285
2017 Q1	$40.9K	Hold	949	–	–	0.03%	296
2016 Q4	$37.2K	Sell	949 -82	-8%	-$3.13K	0.03%	318
2016 Q3	$40.8K	Hold	1,031	–	–	0.04%	290
2016 Q2	$42.7K	Hold	1,031	–	–	0.04%	265
2016 Q1	$38K	Buy	+1,031	New	+$35.8K	0.04%	289

Other funds holding HCSG

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q1 2023, closing a stake of 676 shares — an estimated $8.11K sold.

Sutton Wealth Advisors first reported a position in HCSG in Q1 2016 and held it in 13 quarters. The position peaked at $51.2K in Q3 2017. 214 funds tracked by Wall St. Rank hold HCSG as of Q1 2023.

Sutton Wealth Advisors reported no remaining Healthcare Services Group position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 676 Healthcare Services Group shares in Q1 2023, an estimated $8.11K.
Sutton Wealth Advisors first reported a position in Healthcare Services Group in Q1 2016 and held it in 13 quarters.
Sutton Wealth Advisors's Healthcare Services Group position peaked at $51.2K in Q3 2017.
214 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2023.

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