Sutton Wealth Advisors’s Invacare Corporation IVC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,325	Closed	-$11.1K	–	1700
2021 Q3	$11.1K	Hold	2,325	–	–	﹤0.01%	876
2021 Q2	$18.8K	Hold	2,325	–	–	0.01%	726
2021 Q1	$18.6K	Hold	2,325	–	–	0.01%	693
2020 Q4	$20.8K	Hold	2,325	–	–	0.01%	600
2020 Q3	$17.5K	Hold	2,325	–	–	0.01%	584
2020 Q2	$14.8K	Hold	2,325	–	–	0.01%	613
2020 Q1	$17.3K	Hold	2,325	–	–	0.01%	515
2019 Q4	$21K	Hold	2,325	–	–	0.01%	588
2019 Q3	$17.4K	Hold	2,325	–	–	0.01%	624
2019 Q2	$12.1K	Hold	2,325	–	–	0.01%	733
2019 Q1	$19.5K	Buy	+2,325	New	+$16.7K	0.01%	579
2018 Q4	–	Sell	-852	Closed	-$12.4K	–	1205
2018 Q3	$12.4K	Hold	852	–	–	0.01%	745
2018 Q2	$15.8K	Hold	852	–	–	0.01%	680
2018 Q1	$14.8K	Hold	852	–	–	0.01%	678
2017 Q4	$14.4K	Hold	852	–	–	0.01%	674
2017 Q3	$13.4K	Hold	852	–	–	0.01%	685
2017 Q2	$11.2K	Hold	852	–	–	0.01%	719
2017 Q1	$10.1K	Buy	852 +433	+103%	+$5.19K	0.01%	707
2016 Q4	$5.47K	Hold	419	–	–	﹤0.01%	830
2016 Q3	$4.68K	Hold	419	–	–	﹤0.01%	829
2016 Q2	$5.08K	Buy	+419	New	+$4.94K	﹤0.01%	772

Other funds holding IVC

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Sutton Wealth Advisors's IVC Position: Q4 2021 in Review

Sutton Wealth Advisors sold out of Invacare Corporation (IVC) in Q4 2021, closing a stake of 2,325 shares — an estimated $11.1K sold.

Sutton Wealth Advisors first reported a position in IVC in Q2 2016 and held it in 21 quarters. The position peaked at $21K in Q4 2019. 120 funds tracked by Wall St. Rank hold IVC as of Q4 2021.

Sutton Wealth Advisors reported no remaining Invacare Corporation position as of Q4 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 2,325 Invacare Corporation shares in Q4 2021, an estimated $11.1K.
Sutton Wealth Advisors first reported a position in Invacare Corporation in Q2 2016 and held it in 21 quarters.
Sutton Wealth Advisors's Invacare Corporation position peaked at $21K in Q4 2019.
120 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2021.

Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.