Sutton Wealth Advisors’s LTC Properties LTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-384	Closed	-$13.6K	–	1232
2022 Q4	$13.6K	Hold	384	–	–	0.01%	837
2022 Q3	$14.4K	Buy	384 +2	+0.5%	+$83	0.01%	771
2022 Q2	$14.7K	Hold	382	–	–	0.01%	775
2022 Q1	$14.7K	Buy	382 +369	+2,838%	+$13K	0.01%	825
2021 Q4	$444	Sell	13 -747	-98%	-$24.9K	﹤0.01%	1551
2021 Q3	$24.1K	Sell	760 -146	-16%	-$5.22K	0.01%	639
2021 Q2	$34.8K	Hold	906	–	–	0.01%	519
2021 Q1	$37.8K	Hold	906	–	–	0.01%	471
2020 Q4	$35.3K	Hold	906	–	–	0.02%	448
2020 Q3	$31.6K	Hold	906	–	–	0.02%	421
2020 Q2	$34.1K	Hold	906	–	–	0.02%	395
2020 Q1	$28K	Hold	906	–	–	0.02%	384
2019 Q4	$40.6K	Hold	906	–	–	0.02%	369
2019 Q3	$46.4K	Hold	906	–	–	0.03%	326
2019 Q2	$41.4K	Hold	906	–	–	0.02%	348
2019 Q1	$41.5K	Hold	906	–	–	0.02%	345
2018 Q4	$37.8K	Hold	906	–	–	0.02%	331
2018 Q3	$40K	Hold	906	–	–	0.03%	336
2018 Q2	$38.7K	Buy	906 +736	+433%	+$28.9K	0.03%	354
2018 Q1	$6.46K	Sell	170 -609	-78%	-$24K	﹤0.01%	895
2017 Q4	$33.9K	Hold	779	–	–	0.02%	380
2017 Q3	$36.6K	Hold	779	–	–	0.03%	347
2017 Q2	$40K	Hold	779	–	–	0.03%	306
2017 Q1	$37.3K	Hold	779	–	–	0.03%	316
2016 Q4	$36.6K	Hold	779	–	–	0.03%	323
2016 Q3	$40.5K	Hold	779	–	–	0.04%	291
2016 Q2	$40.3K	Hold	779	–	–	0.04%	277
2016 Q1	$35.2K	Buy	+779	New	+$34.4K	0.03%	304

Other funds holding LTC

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of LTC Properties (LTC) in Q1 2023, closing a stake of 384 shares — an estimated $13.6K sold.

Sutton Wealth Advisors first reported a position in LTC in Q1 2016 and held it in 28 quarters. The position peaked at $46.4K in Q3 2019. 227 funds tracked by Wall St. Rank hold LTC as of Q1 2023.

Sutton Wealth Advisors reported no remaining LTC Properties position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 384 LTC Properties shares in Q1 2023, an estimated $13.6K.
Sutton Wealth Advisors first reported a position in LTC Properties in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's LTC Properties position peaked at $46.4K in Q3 2019.
227 funds tracked by Wall St. Rank held LTC Properties as of Q1 2023.

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