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SWA
Sutton Wealth Advisors’s
Independence Realty Trust
IRT
Stock Holding History
Sutton Wealth Advisors’s Portfolio
IRT Stock Details
IRT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-31
Closed
-$523
–
1173
2022
Q4
$523
Sell
31
-24
-44%
-$406
﹤0.01%
1480
2022
Q3
$920
Buy
55
+8
+17%
+$162
﹤0.01%
1318
2022
Q2
$974
Sell
47
-1,513
-97%
-$36.4K
﹤0.01%
1290
2022
Q1
$41.2K
Buy
1,560
+48
+3%
+$1.18K
0.01%
467
2021
Q4
$39.1K
Hold
1,512
–
–
0.01%
494
2021
Q3
$30.8K
Hold
1,512
–
–
0.01%
549
2021
Q2
$27.6K
Hold
1,512
–
–
0.01%
603
2021
Q1
$23K
Hold
1,512
–
–
0.01%
631
2020
Q4
$20.3K
Hold
1,512
–
–
0.01%
612
2020
Q3
$17.5K
Hold
1,512
–
–
0.01%
581
2020
Q2
$17.4K
Sell
1,512
-679
-31%
-$6.77K
0.01%
580
2020
Q1
$19.6K
Buy
2,191
+679
+45%
+$9.18K
0.01%
482
2019
Q4
$21.3K
Hold
1,512
–
–
0.01%
582
2019
Q3
$21.6K
Hold
1,512
–
–
0.01%
559
2019
Q2
$17.5K
Hold
1,512
–
–
0.01%
624
2019
Q1
$16.3K
Hold
1,512
–
–
0.01%
648
2018
Q4
$13.9K
Hold
1,512
–
–
0.01%
655
2018
Q3
$15.9K
Hold
1,512
–
–
0.01%
673
2018
Q2
$15.6K
Hold
1,512
–
–
0.01%
689
2018
Q1
$13.9K
Buy
+1,512
New
+$13.7K
0.01%
698
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1-Year Est. Return
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1-Year Est. Return
LPC
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$978M AUM
16.49%
1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
RGREA
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$232M AUM
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1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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