Sutton Wealth Advisors’s Ichor Holdings ICHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-667	Closed	-$17.9K	–	1159
2022 Q4	$17.9K	Sell	667 -24	-3%	-$641	0.01%	735
2022 Q3	$16.7K	Buy	691 +20	+3%	+$592	0.01%	715
2022 Q2	$17.4K	Sell	671 -17	-2%	-$492	0.01%	722
2022 Q1	$24.5K	Buy	688 +15	+2%	+$584	0.01%	643
2021 Q4	$31K	Buy	673 +6	+0.9%	+$266	0.01%	565
2021 Q3	$27.4K	Hold	667	–	–	0.01%	599
2021 Q2	$35.9K	Hold	667	–	–	0.01%	510
2021 Q1	$35.9K	Hold	667	–	–	0.01%	488
2020 Q4	$20.1K	Hold	667	–	–	0.01%	613
2020 Q3	$14.4K	Hold	667	–	–	0.01%	638
2020 Q2	$17.7K	Hold	667	–	–	0.01%	571
2020 Q1	$12.8K	Hold	667	–	–	0.01%	590
2019 Q4	$22.2K	Hold	667	–	–	0.01%	567
2019 Q3	$16.1K	Hold	667	–	–	0.01%	652
2019 Q2	$15.8K	Hold	667	–	–	0.01%	649
2019 Q1	$15.1K	Buy	+667	New	+$13.6K	0.01%	668
2018 Q4	–	Sell	-665	Closed	-$13.6K	–	1156
2018 Q3	$13.6K	Buy	+665	New	+$14.6K	0.01%	713

Other funds holding ICHR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Ichor Holdings (ICHR) in Q1 2023, closing a stake of 667 shares — an estimated $17.9K sold.

Sutton Wealth Advisors first reported a position in ICHR in Q3 2018 and held it in 17 quarters. The position peaked at $35.9K in Q2 2021. 162 funds tracked by Wall St. Rank hold ICHR as of Q1 2023.

Sutton Wealth Advisors reported no remaining Ichor Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 667 Ichor Holdings shares in Q1 2023, an estimated $17.9K.
Sutton Wealth Advisors first reported a position in Ichor Holdings in Q3 2018 and held it in 17 quarters.
Sutton Wealth Advisors's Ichor Holdings position peaked at $35.9K in Q2 2021.
162 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2023.

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