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Sutton Wealth Advisors’s MasterBrand MBC Stock Holding History

Sutton Wealth Advisors’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$571 Hold
47
– – ﹤0.01% 811
2023
Q2 		$547 Hold
47
– – ﹤0.01% 804
2023
Q1 		$378 Sell
47
-24
-34% -$212 ﹤0.01% 771
2022
Q4 		$536 Buy
+71
New +$582 ﹤0.01% 1474

Other funds holding MBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

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

Sutton Wealth Advisors held its MasterBrand (MBC) position steady in Q3 2023 at 47 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Sutton Wealth Advisors first reported a position in MBC in Q4 2022 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold MBC as of Q3 2023.

  • Sutton Wealth Advisors held 47 shares of MasterBrand worth $571 as of Q3 2023.
  • Sutton Wealth Advisors left its MasterBrand share count unchanged in Q3 2023.
  • MasterBrand made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #811 holding.
  • Sutton Wealth Advisors first reported a position in MasterBrand in Q4 2022 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held MasterBrand as of Q3 2023.

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