Sutton Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,543	Closed	-$38K	–	1738
2022 Q1	$38K	Hold	2,543	–	–	0.01%	495
2021 Q4	$38.5K	Buy	2,543 +61	+2%	+$939	0.01%	497
2021 Q3	$37.5K	Buy	2,482 +435	+21%	+$6.07K	0.01%	484
2021 Q2	$29.2K	Hold	2,047	–	–	0.01%	583
2021 Q1	$30.1K	Buy	+2,047	New	+$26.5K	0.01%	552

Other funds holding ISBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sutton Wealth Advisors's ISBC Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q2 2022, closing a stake of 2,543 shares — an estimated $38K sold.

Sutton Wealth Advisors first reported a position in ISBC in Q1 2021 and held it in 5 quarters. The position peaked at $38.5K in Q4 2021. 3 funds tracked by Wall St. Rank hold ISBC as of Q2 2022.

Sutton Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q2 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 2,543 Investors Bancorp, Inc. shares in Q2 2022, an estimated $38K.
Sutton Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q1 2021 and held it in 5 quarters.
Sutton Wealth Advisors's Investors Bancorp, Inc. position peaked at $38.5K in Q4 2021.
3 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.