Sutton Wealth Advisors’s J&J Snack Foods JJSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-262	Closed	-$39.2K	–	1186
2022 Q4	$39.2K	Hold	262	–	–	0.01%	462
2022 Q3	$33.9K	Buy	262 +4	+2%	+$568	0.01%	483
2022 Q2	$36K	Sell	258 -3	-1%	-$411	0.01%	470
2022 Q1	$40.5K	Hold	261	–	–	0.01%	474
2021 Q4	$41.2K	Buy	261 +3	+1%	+$451	0.01%	478
2021 Q3	$39.4K	Hold	258	–	–	0.01%	467
2021 Q2	$45K	Hold	258	–	–	0.02%	435
2021 Q1	$40.5K	Hold	258	–	–	0.02%	448
2020 Q4	$40.1K	Hold	258	–	–	0.02%	418
2020 Q3	$33.6K	Hold	258	–	–	0.02%	401
2020 Q2	$32.8K	Hold	258	–	–	0.02%	406
2020 Q1	$31.2K	Hold	258	–	–	0.02%	363
2019 Q4	$47.5K	Hold	258	–	–	0.02%	321
2019 Q3	$49.5K	Hold	258	–	–	0.03%	310
2019 Q2	$41.5K	Hold	258	–	–	0.02%	346
2019 Q1	$41K	Hold	258	–	–	0.02%	350
2018 Q4	$37.3K	Hold	258	–	–	0.02%	336
2018 Q3	$38.9K	Hold	258	–	–	0.03%	346
2018 Q2	$39.3K	Hold	258	–	–	0.03%	351
2018 Q1	$35.2K	Hold	258	–	–	0.03%	371
2017 Q4	$39.2K	Hold	258	–	–	0.03%	341
2017 Q3	$33.9K	Hold	258	–	–	0.03%	368
2017 Q2	$34.1K	Hold	258	–	–	0.03%	350
2017 Q1	$35K	Hold	258	–	–	0.03%	335
2016 Q4	$34.4K	Hold	258	–	–	0.03%	340
2016 Q3	$30.7K	Hold	258	–	–	0.03%	343
2016 Q2	$30.8K	Buy	258 +71	+38%	+$7.52K	0.03%	324
2016 Q1	$20.2K	Buy	+187	New	+$20.2K	0.02%	434

Other funds holding JJSF

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of J&J Snack Foods (JJSF) in Q1 2023, closing a stake of 262 shares — an estimated $39.2K sold.

Sutton Wealth Advisors first reported a position in JJSF in Q1 2016 and held it in 28 quarters. The position peaked at $49.5K in Q3 2019. 214 funds tracked by Wall St. Rank hold JJSF as of Q1 2023.

Sutton Wealth Advisors reported no remaining J&J Snack Foods position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 262 J&J Snack Foods shares in Q1 2023, an estimated $39.2K.
Sutton Wealth Advisors first reported a position in J&J Snack Foods in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's J&J Snack Foods position peaked at $49.5K in Q3 2019.
214 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2023.

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