SWA
LGO

Sutton Wealth Advisors’s Largo LGO Stock Holding History

Sutton Wealth Advisors’s Portfolio LGO Stock Details LGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$1.05K – 1681
2021
Q3 		$1.05K Hold
100
– – ﹤0.01% 1242
2021
Q2 		$1.56K Buy
+100
New +$1.58K ﹤0.01% 1193

Other funds holding LGO

ARC
Arias Resource Capital George Town, Grand Cayman, Cayman Islands $58.6M AUM 26.15% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIP
Polarity Investment Partners El Segundo, California $40.8M AUM

Sutton Wealth Advisors's LGO Position: Q4 2021 in Review

Sutton Wealth Advisors sold out of Largo (LGO) in Q4 2021, closing a stake of 100 shares — an estimated $1.05K sold.

Sutton Wealth Advisors first reported a position in LGO in Q2 2021 and held it in 2 quarters. The position peaked at $1.56K in Q2 2021. 58 funds tracked by Wall St. Rank hold LGO as of Q4 2021.

  • Sutton Wealth Advisors reported no remaining Largo position as of Q4 2021 after selling out during the quarter.
  • Sutton Wealth Advisors sold 100 Largo shares in Q4 2021, an estimated $1.05K.
  • Sutton Wealth Advisors first reported a position in Largo in Q2 2021 and held it in 2 quarters.
  • Sutton Wealth Advisors's Largo position peaked at $1.56K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Largo as of Q4 2021.

Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.