Sutton Wealth Advisors’s James River Group Holdings JRVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-339	Closed	-$7.09K	–	1189
2022 Q4	$7.09K	Sell	339 -173	-34%	-$3.97K	﹤0.01%	1038
2022 Q3	$11.7K	Buy	512 +173	+51%	+$4.13K	﹤0.01%	845
2022 Q2	$8.4K	Buy	+339	New	+$8.29K	﹤0.01%	957
2022 Q1	–	Sell	-9	Closed	-$230	–	1672
2021 Q4	$259	Sell	9 -959	-99%	-$29.7K	﹤0.01%	1612
2021 Q3	$36.5K	Hold	968	–	–	0.01%	495
2021 Q2	$36.3K	Hold	968	–	–	0.01%	501
2021 Q1	$44.2K	Hold	968	–	–	0.02%	423
2020 Q4	$47.6K	Hold	968	–	–	0.02%	366
2020 Q3	$43.1K	Hold	968	–	–	0.02%	332
2020 Q2	$43.6K	Buy	968 +298	+44%	+$11.1K	0.02%	332
2020 Q1	$24.3K	Hold	670	–	–	0.02%	424
2019 Q4	$27.6K	Hold	670	–	–	0.01%	487
2019 Q3	$34.3K	Hold	670	–	–	0.02%	406
2019 Q2	$31.4K	Hold	670	–	–	0.02%	439
2019 Q1	$26.9K	Hold	670	–	–	0.02%	483
2018 Q4	$24.5K	Hold	670	–	–	0.02%	461
2018 Q3	$28.6K	Hold	670	–	–	0.02%	460
2018 Q2	$26.3K	Buy	+670	New	+$25.3K	0.02%	493

Other funds holding JRVR

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of James River Group Holdings (JRVR) in Q1 2023, closing a stake of 339 shares — an estimated $7.09K sold.

Sutton Wealth Advisors first reported a position in JRVR in Q2 2018 and held it in 18 quarters. The position peaked at $47.6K in Q4 2020. 144 funds tracked by Wall St. Rank hold JRVR as of Q1 2023.

Sutton Wealth Advisors reported no remaining James River Group Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 339 James River Group Holdings shares in Q1 2023, an estimated $7.09K.
Sutton Wealth Advisors first reported a position in James River Group Holdings in Q2 2018 and held it in 18 quarters.
Sutton Wealth Advisors's James River Group Holdings position peaked at $47.6K in Q4 2020.
144 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2023.

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