Sutton Wealth Advisors’s Mechanics Bancorp MCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,006	Closed	-$27.7K	–	1135
2022 Q4	$27.7K	Buy	1,006 +664	+194%	+$18.2K	0.01%	574
2022 Q3	$9.85K	Buy	+342	New	+$12K	﹤0.01%	890
2022 Q2	–	Sell	-2	Closed	-$95	–	1668
2022 Q1	$95	Sell	2 -2	-50%	-$102	﹤0.01%	1623
2021 Q4	$208	Buy	+4	New	+$193	﹤0.01%	1636
2020 Q2	–	Sell	-198	Closed	-$4.4K	–	1245
2020 Q1	$4.4K	Sell	198 -21	-10%	-$608	﹤0.01%	853
2019 Q4	$7.45K	Hold	219	–	–	﹤0.01%	881
2019 Q3	$5.98K	Buy	+219	New	+$6.08K	﹤0.01%	912
2019 Q1	–	Sell	-505	Closed	-$10.7K	–	1193
2018 Q4	$10.7K	Buy	+505	New	+$12.8K	0.01%	724

Other funds holding MCHB

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Mechanics Bancorp (MCHB) in Q1 2023, closing a stake of 1,006 shares — an estimated $27.7K sold.

Sutton Wealth Advisors first reported a position in MCHB in Q4 2018 and held it in 8 quarters. The position peaked at $27.7K in Q4 2022. 138 funds tracked by Wall St. Rank hold MCHB as of Q1 2023.

Sutton Wealth Advisors reported no remaining Mechanics Bancorp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,006 Mechanics Bancorp shares in Q1 2023, an estimated $27.7K.
Sutton Wealth Advisors first reported a position in Mechanics Bancorp in Q4 2018 and held it in 8 quarters.
Sutton Wealth Advisors's Mechanics Bancorp position peaked at $27.7K in Q4 2022.
138 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2023.

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