Sutton Wealth Advisors’s Kaiser Aluminum KALU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-454	Closed	-$34.5K	–	1191
2022 Q4	$34.5K	Hold	454	–	–	0.01%	501
2022 Q3	$27.9K	Hold	454	–	–	0.01%	546
2022 Q2	$35.9K	Sell	454 -6	-1%	-$561	0.01%	474
2022 Q1	$43.3K	Buy	460 +3	+0.7%	+$290	0.01%	447
2021 Q4	$42.9K	Buy	457 +3	+0.7%	+$304	0.01%	468
2021 Q3	$49.5K	Hold	454	–	–	0.02%	394
2021 Q2	$56.1K	Hold	454	–	–	0.02%	379
2021 Q1	$50.2K	Hold	454	–	–	0.02%	391
2020 Q4	$44.9K	Hold	454	–	–	0.02%	388
2020 Q3	$24.3K	Hold	454	–	–	0.01%	486
2020 Q2	$33.4K	Hold	454	–	–	0.02%	401
2020 Q1	$31.5K	Hold	454	–	–	0.02%	360
2019 Q4	$50.3K	Hold	454	–	–	0.03%	303
2019 Q3	$44.9K	Hold	454	–	–	0.03%	334
2019 Q2	$44.3K	Hold	454	–	–	0.03%	330
2019 Q1	$47.5K	Hold	454	–	–	0.03%	304
2018 Q4	$40.5K	Hold	454	–	–	0.03%	313
2018 Q3	$49.5K	Hold	454	–	–	0.03%	293
2018 Q2	$47.3K	Hold	454	–	–	0.03%	299
2018 Q1	$45.8K	Hold	454	–	–	0.03%	293
2017 Q4	$48.5K	Hold	454	–	–	0.04%	279
2017 Q3	$46.8K	Hold	454	–	–	0.04%	286
2017 Q2	$40.2K	Hold	454	–	–	0.03%	305
2017 Q1	$36.3K	Hold	454	–	–	0.03%	325
2016 Q4	$35.3K	Hold	454	–	–	0.03%	328
2016 Q3	$39.3K	Hold	454	–	–	0.04%	296
2016 Q2	$41K	Sell	454 -10	-2%	-$874	0.04%	274
2016 Q1	$39.2K	Buy	+464	New	+$36.5K	0.04%	286

Other funds holding KALU

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Kaiser Aluminum (KALU) in Q1 2023, closing a stake of 454 shares — an estimated $34.5K sold.

Sutton Wealth Advisors first reported a position in KALU in Q1 2016 and held it in 28 quarters. The position peaked at $56.1K in Q2 2021. 171 funds tracked by Wall St. Rank hold KALU as of Q1 2023.

Sutton Wealth Advisors reported no remaining Kaiser Aluminum position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 454 Kaiser Aluminum shares in Q1 2023, an estimated $34.5K.
Sutton Wealth Advisors first reported a position in Kaiser Aluminum in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Kaiser Aluminum position peaked at $56.1K in Q2 2021.
171 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2023.

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