Sutton Wealth Advisors’s Heidrick & Struggles HSII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-248	Closed	-$6.94K	–	1147
2022 Q4	$6.94K	Hold	248	–	–	﹤0.01%	1045
2022 Q3	$6.45K	Sell	248 -53	-18%	-$1.56K	﹤0.01%	1015
2022 Q2	$9.74K	Buy	301 +88	+41%	+$3.02K	﹤0.01%	909
2022 Q1	$8.43K	Sell	213 -3	-1%	-$127	﹤0.01%	987
2021 Q4	$9.45K	Buy	216 +6	+3%	+$273	﹤0.01%	948
2021 Q3	$9.37K	Hold	210	–	–	﹤0.01%	934
2021 Q2	$9.36K	Hold	210	–	–	﹤0.01%	928
2021 Q1	$7.5K	Hold	210	–	–	﹤0.01%	945
2020 Q4	$6.17K	Hold	210	–	–	﹤0.01%	939
2020 Q3	$4.13K	Hold	210	–	–	﹤0.01%	974
2020 Q2	$4.54K	Hold	210	–	–	﹤0.01%	929
2020 Q1	$4.72K	Buy	+210	New	+$5.58K	﹤0.01%	829
2019 Q3	–	Sell	-285	Closed	-$8.54K	–	1195
2019 Q2	$8.54K	Hold	285	–	–	﹤0.01%	814
2019 Q1	$10.9K	Hold	285	–	–	0.01%	766
2018 Q4	$8.89K	Buy	+285	New	+$9.33K	0.01%	775
2017 Q2	–	Sell	-544	Closed	-$14.3K	–	1093
2017 Q1	$14.3K	Buy	+544	New	+$12.8K	0.01%	627
2016 Q2	–	Sell	-260	Closed	-$6.16K	–	1050
2016 Q1	$6.16K	Buy	+260	New	+$6.3K	0.01%	701

Other funds holding HSII

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

AFR

Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Heidrick & Struggles (HSII) in Q1 2023, closing a stake of 248 shares — an estimated $6.94K sold.

Sutton Wealth Advisors first reported a position in HSII in Q1 2016 and held it in 17 quarters. The position peaked at $14.3K in Q1 2017. 171 funds tracked by Wall St. Rank hold HSII as of Q1 2023.

Sutton Wealth Advisors reported no remaining Heidrick & Struggles position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 248 Heidrick & Struggles shares in Q1 2023, an estimated $6.94K.
Sutton Wealth Advisors first reported a position in Heidrick & Struggles in Q1 2016 and held it in 17 quarters.
Sutton Wealth Advisors's Heidrick & Struggles position peaked at $14.3K in Q1 2017.
171 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q1 2023.

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