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Sutton Wealth Advisors’s St. Joe Company JOE Stock Holding History

Sutton Wealth Advisors’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-260
Closed -$10K – 1188
2022
Q4 		$10K Sell
260
-183
-41% -$6.55K ﹤0.01% 942
2022
Q3 		$14.2K Buy
443
+187
+73% +$7.25K 0.01% 777
2022
Q2 		$10.1K Sell
256
-152
-37% -$7.58K ﹤0.01% 898
2022
Q1 		$24.2K Buy
408
+144
+55% +$7.45K 0.01% 651
2021
Q4 		$13.7K Buy
264
+8
+3% +$388 ﹤0.01% 828
2021
Q3 		$10.8K Hold
256
– – ﹤0.01% 885
2021
Q2 		$11.4K Hold
256
– – ﹤0.01% 874
2021
Q1 		$11K Hold
256
– – ﹤0.01% 850
2020
Q4 		$10.9K Hold
256
– – ﹤0.01% 787
2020
Q3 		$5.28K Hold
256
– – ﹤0.01% 916
2020
Q2 		$4.97K Hold
256
– – ﹤0.01% 892
2020
Q1 		$4.3K Buy
+256
New +$5.08K ﹤0.01% 867

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PCM
Praetorian Capital Management Coral Gables, Florida $137M AUM
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of St. Joe Company (JOE) in Q1 2023, closing a stake of 260 shares — an estimated $10K sold.

Sutton Wealth Advisors first reported a position in JOE in Q1 2020 and held it in 12 quarters. The position peaked at $24.2K in Q1 2022. 186 funds tracked by Wall St. Rank hold JOE as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining St. Joe Company position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 260 St. Joe Company shares in Q1 2023, an estimated $10K.
  • Sutton Wealth Advisors first reported a position in St. Joe Company in Q1 2020 and held it in 12 quarters.
  • Sutton Wealth Advisors's St. Joe Company position peaked at $24.2K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2023.

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