Sutton Wealth Advisors’s Macy's M Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40	Closed	-$642	–	877
2023 Q2	$642	Hold	40	–	–	﹤0.01%	796
2023 Q1	$700	Sell	40 -16	-29%	-$339	﹤0.01%	753
2022 Q4	$1.16K	Buy	56 +16	+40%	+$328	﹤0.01%	1289
2022 Q3	$627	Sell	40 -28	-41%	-$496	﹤0.01%	1421
2022 Q2	$1.25K	Hold	68	–	–	﹤0.01%	1240
2022 Q1	$1.66K	Sell	68 -5,803	-99%	-$149K	﹤0.01%	1232
2021 Q4	$154K	Buy	5,871 +35	+0.6%	+$955	0.05%	208
2021 Q3	$132K	Hold	5,836	–	–	0.05%	220
2021 Q2	$111K	Hold	5,836	–	–	0.04%	240
2021 Q1	$94.5K	Hold	5,836	–	–	0.04%	249
2020 Q4	$65.7K	Sell	5,836 -2,629	-31%	-$22.5K	0.03%	296
2020 Q3	$48.3K	Hold	8,465	–	–	0.02%	312
2020 Q2	$58.2K	Buy	+8,465	New	+$52.1K	0.03%	273
2020 Q1	–	Sell	-39	Closed	-$529	–	1238
2019 Q4	$663	Hold	39	–	–	﹤0.01%	1139
2019 Q3	$606	Hold	39	–	–	﹤0.01%	1148
2019 Q2	$837	Hold	39	–	–	﹤0.01%	1114
2019 Q1	$937	Hold	39	–	–	﹤0.01%	1115
2018 Q4	$1.16K	Hold	39	–	–	﹤0.01%	1029
2018 Q3	$1.35K	Hold	39	–	–	﹤0.01%	1020
2018 Q2	$1.46K	Hold	39	–	–	﹤0.01%	1038
2018 Q1	$1.16K	Hold	39	–	–	﹤0.01%	1035
2017 Q4	$982	Hold	39	–	–	﹤0.01%	1010
2017 Q3	$851	Hold	39	–	–	﹤0.01%	1009
2017 Q2	$906	Hold	39	–	–	﹤0.01%	1001
2017 Q1	$1.16K	Sell	39 -13	-25%	-$402	﹤0.01%	967
2016 Q4	$1.86K	Hold	52	–	–	﹤0.01%	933
2016 Q3	$1.93K	Buy	52 +13	+33%	+$471	﹤0.01%	922
2016 Q2	$1.31K	Sell	39 -6	-13%	-$215	﹤0.01%	909
2016 Q1	$1.98K	Buy	+45	New	+$1.86K	﹤0.01%	879

Other funds holding M

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Sutton Wealth Advisors's M Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Macy's (M) in Q3 2023, closing a stake of 40 shares — an estimated $642 sold.

Sutton Wealth Advisors first reported a position in M in Q1 2016 and held it in 29 quarters. The position peaked at $154K in Q4 2021. 383 funds tracked by Wall St. Rank hold M as of Q3 2023.

Sutton Wealth Advisors reported no remaining Macy's position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 40 Macy's shares in Q3 2023, an estimated $642.
Sutton Wealth Advisors first reported a position in Macy's in Q1 2016 and held it in 29 quarters.
Sutton Wealth Advisors's Macy's position peaked at $154K in Q4 2021.
383 funds tracked by Wall St. Rank held Macy's as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.