Sutton Wealth Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-195	Closed	-$15.9K	–	1183
2022 Q4	$15.9K	Hold	195	–	–	0.01%	787
2022 Q3	$14.8K	Hold	195	–	–	0.01%	764
2022 Q2	$14.1K	Buy	195 +4	+2%	+$306	0.01%	790
2022 Q1	$15.9K	Sell	191 -3	-2%	-$249	0.01%	793
2021 Q4	$17.5K	Buy	194 +3	+2%	+$257	0.01%	751
2021 Q3	$15.6K	Hold	191	–	–	0.01%	772
2021 Q2	$16.9K	Hold	191	–	–	0.01%	753
2021 Q1	$17.3K	Hold	191	–	–	0.01%	713
2020 Q4	$15.1K	Hold	191	–	–	0.01%	683
2020 Q3	$14.4K	Hold	191	–	–	0.01%	637
2020 Q2	$16.3K	Hold	191	–	–	0.01%	598
2020 Q1	$17.1K	Hold	191	–	–	0.01%	519
2019 Q4	$17.4K	Hold	191	–	–	0.01%	656
2019 Q3	$18.5K	Hold	191	–	–	0.01%	609
2019 Q2	$15.2K	Hold	191	–	–	0.01%	657
2019 Q1	$13.7K	Hold	191	–	–	0.01%	700
2018 Q4	$10.6K	Hold	191	–	–	0.01%	731
2018 Q3	$13.6K	Hold	191	–	–	0.01%	710
2018 Q2	$14.2K	Hold	191	–	–	0.01%	729
2018 Q1	$11.1K	Buy	+191	New	+$11.5K	0.01%	786
2017 Q2	–	Sell	-120	Closed	-$8.78K	–	1095
2017 Q1	$8.78K	Buy	+120	New	+$7.91K	0.01%	745

Other funds holding JBSS

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of John B. Sanfilippo & Son (JBSS) in Q1 2023, closing a stake of 195 shares — an estimated $15.9K sold.

Sutton Wealth Advisors first reported a position in JBSS in Q1 2017 and held it in 21 quarters. The position peaked at $18.5K in Q3 2019. 194 funds tracked by Wall St. Rank hold JBSS as of Q1 2023.

Sutton Wealth Advisors reported no remaining John B. Sanfilippo & Son position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 195 John B. Sanfilippo & Son shares in Q1 2023, an estimated $15.9K.
Sutton Wealth Advisors first reported a position in John B. Sanfilippo & Son in Q1 2017 and held it in 21 quarters.
Sutton Wealth Advisors's John B. Sanfilippo & Son position peaked at $18.5K in Q3 2019.
194 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q1 2023.

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