Sutton Wealth Advisors’s Insteel Industries IIIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-287	Closed	-$7.9K	–	1161
2022 Q4	$7.9K	Hold	287	–	–	﹤0.01%	1016
2022 Q3	$7.61K	Hold	287	–	–	﹤0.01%	974
2022 Q2	$9.66K	Sell	287 -13	-4%	-$517	﹤0.01%	911
2022 Q1	$11.1K	Buy	300 +10	+3%	+$388	﹤0.01%	904
2021 Q4	$11.5K	Buy	290 +3	+1%	+$122	﹤0.01%	887
2021 Q3	$10.9K	Hold	287	–	–	﹤0.01%	879
2021 Q2	$9.23K	Hold	287	–	–	﹤0.01%	932
2021 Q1	$8.85K	Hold	287	–	–	﹤0.01%	917
2020 Q4	$6.39K	Hold	287	–	–	﹤0.01%	927
2020 Q3	$5.37K	Hold	287	–	–	﹤0.01%	908
2020 Q2	$5.47K	Hold	287	–	–	﹤0.01%	847
2020 Q1	$3.8K	Buy	+287	New	+$5.68K	﹤0.01%	913
2019 Q1	–	Sell	-458	Closed	-$11.1K	–	1195
2018 Q4	$11.1K	Buy	+458	New	+$12.7K	0.01%	713
2018 Q2	–	Sell	-269	Closed	-$7.43K	–	1146
2018 Q1	$7.43K	Buy	+269	New	+$8.01K	0.01%	874
2017 Q2	–	Sell	-211	Closed	-$7.63K	–	1094
2017 Q1	$7.63K	Hold	211	–	–	0.01%	781
2016 Q4	$7.52K	Buy	+211	New	+$7.15K	0.01%	760

Other funds holding IIIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Insteel Industries (IIIN) in Q1 2023, closing a stake of 287 shares — an estimated $7.9K sold.

Sutton Wealth Advisors first reported a position in IIIN in Q4 2016 and held it in 16 quarters. The position peaked at $11.5K in Q4 2021. 141 funds tracked by Wall St. Rank hold IIIN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Insteel Industries position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 287 Insteel Industries shares in Q1 2023, an estimated $7.9K.
Sutton Wealth Advisors first reported a position in Insteel Industries in Q4 2016 and held it in 16 quarters.
Sutton Wealth Advisors's Insteel Industries position peaked at $11.5K in Q4 2021.
141 funds tracked by Wall St. Rank held Insteel Industries as of Q1 2023.

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