Sutton Wealth Advisors’s Knowles KN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-57	Closed	-$936	–	1200
2022 Q4	$936	Sell	57 -2	-3%	-$29	﹤0.01%	1345
2022 Q3	$718	Sell	59 -334	-85%	-$5.35K	﹤0.01%	1390
2022 Q2	$6.81K	Hold	393	–	–	﹤0.01%	1008
2022 Q1	$8.46K	Buy	393 +6	+2%	+$131	﹤0.01%	986
2021 Q4	$9.04K	Buy	387 +19	+5%	+$401	﹤0.01%	967
2021 Q3	$6.9K	Hold	368	–	–	﹤0.01%	1009
2021 Q2	$7.26K	Hold	368	–	–	﹤0.01%	984
2021 Q1	$7.7K	Hold	368	–	–	﹤0.01%	938
2020 Q4	$6.78K	Sell	368 -5	-1%	-$84	﹤0.01%	916
2020 Q3	$5.56K	Hold	373	–	–	﹤0.01%	895
2020 Q2	$5.69K	Sell	373 -698	-65%	-$10.4K	﹤0.01%	836
2020 Q1	$14.3K	Hold	1,071	–	–	0.01%	557
2019 Q4	$22.7K	Hold	1,071	–	–	0.01%	557
2019 Q3	$21.8K	Hold	1,071	–	–	0.01%	558
2019 Q2	$19.6K	Buy	1,071 +663	+163%	+$11.7K	0.01%	588
2019 Q1	$7.19K	Sell	408 -781	-66%	-$12.1K	﹤0.01%	864
2018 Q4	$15.8K	Hold	1,189	–	–	0.01%	602
2018 Q3	$19.8K	Hold	1,189	–	–	0.01%	591
2018 Q2	$18.2K	Buy	1,189 +1,171	+6,506%	+$16.2K	0.01%	625
2018 Q1	$227	Hold	18	–	–	﹤0.01%	1116
2017 Q4	$264	Hold	18	–	–	﹤0.01%	1070
2017 Q3	$275	Hold	18	–	–	﹤0.01%	1063
2017 Q2	$305	Hold	18	–	–	﹤0.01%	1063
2017 Q1	$341	Hold	18	–	–	﹤0.01%	1044
2016 Q4	$301	Hold	18	–	–	﹤0.01%	1044
2016 Q3	$253	Hold	18	–	–	﹤0.01%	1038
2016 Q2	$246	Hold	18	–	–	﹤0.01%	1012
2016 Q1	$237	Buy	+18	New	+$222	﹤0.01%	1002

Other funds holding KN

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Knowles (KN) in Q1 2023, closing a stake of 57 shares — an estimated $936 sold.

Sutton Wealth Advisors first reported a position in KN in Q1 2016 and held it in 28 quarters. The position peaked at $22.7K in Q4 2019. 211 funds tracked by Wall St. Rank hold KN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Knowles position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 57 Knowles shares in Q1 2023, an estimated $936.
Sutton Wealth Advisors first reported a position in Knowles in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Knowles position peaked at $22.7K in Q4 2019.
211 funds tracked by Wall St. Rank held Knowles as of Q1 2023.

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