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Sutton Wealth Advisors’s LGI Homes LGIH Stock Holding History

Sutton Wealth Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-436
Closed -$40.4K – 1216
2022
Q4 		$40.4K Hold
436
– – 0.02% 450
2022
Q3 		$35.5K Buy
436
+6
+1% +$588 0.01% 470
2022
Q2 		$37.4K Sell
430
-10
-2% -$927 0.01% 460
2022
Q1 		$43K Buy
440
+5
+1% +$617 0.01% 450
2021
Q4 		$67.2K Buy
435
+5
+1% +$732 0.02% 339
2021
Q3 		$61K Hold
430
– – 0.02% 350
2021
Q2 		$69.6K Hold
430
– – 0.03% 318
2021
Q1 		$64.2K Hold
430
– – 0.03% 327
2020
Q4 		$45.5K Hold
430
– – 0.02% 382
2020
Q3 		$50K Hold
430
– – 0.02% 306
2020
Q2 		$37.9K Buy
430
+158
+58% +$11.1K 0.02% 369
2020
Q1 		$12.3K Hold
272
– – 0.01% 603
2019
Q4 		$19.2K Hold
272
– – 0.01% 614
2019
Q3 		$22.7K Hold
272
– – 0.01% 541
2019
Q2 		$19.4K Hold
272
– – 0.01% 590
2019
Q1 		$16.4K Hold
272
– – 0.01% 646
2018
Q4 		$12.3K Hold
272
– – 0.01% 684
2018
Q3 		$12.9K Hold
272
– – 0.01% 738
2018
Q2 		$15.7K Hold
272
– – 0.01% 685
2018
Q1 		$19.2K Hold
272
– – 0.01% 583
2017
Q4 		$20.4K Hold
272
– – 0.01% 552
2017
Q3 		$13.2K Buy
+272
New +$12.1K 0.01% 690

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of LGI Homes (LGIH) in Q1 2023, closing a stake of 436 shares — an estimated $40.4K sold.

Sutton Wealth Advisors first reported a position in LGIH in Q3 2017 and held it in 22 quarters. The position peaked at $69.6K in Q2 2021. 207 funds tracked by Wall St. Rank hold LGIH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining LGI Homes position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 436 LGI Homes shares in Q1 2023, an estimated $40.4K.
  • Sutton Wealth Advisors first reported a position in LGI Homes in Q3 2017 and held it in 22 quarters.
  • Sutton Wealth Advisors's LGI Homes position peaked at $69.6K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held LGI Homes as of Q1 2023.

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