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Sutton Wealth Advisors’s Mercer International MERC Stock Holding History

Sutton Wealth Advisors’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,709
Closed -$19.9K – 1250
2022
Q4 		$19.9K Hold
1,709
– – 0.01% 690
2022
Q3 		$21K Buy
1,709
+8
+0.5% +$118 0.01% 646
2022
Q2 		$22.4K Sell
1,701
-8
-0.5% -$118 0.01% 638
2022
Q1 		$23.8K Buy
1,709
+8
+0.5% +$103 0.01% 658
2021
Q4 		$20.4K Hold
1,701
– – 0.01% 693
2021
Q3 		$19.7K Hold
1,701
– – 0.01% 699
2021
Q2 		$21.7K Hold
1,701
– – 0.01% 676
2021
Q1 		$24.5K Hold
1,701
– – 0.01% 612
2020
Q4 		$17.4K Hold
1,701
– – 0.01% 655
2020
Q3 		$11.2K Hold
1,701
– – 0.01% 703
2020
Q2 		$13.9K Hold
1,701
– – 0.01% 628
2020
Q1 		$12.3K Buy
+1,701
New +$17K 0.01% 602
2019
Q3 		– Sell
-861
Closed -$13.3K – 1198
2019
Q2 		$13.3K Buy
+861
New +$12.9K 0.01% 703

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Mercer International (MERC) in Q1 2023, closing a stake of 1,709 shares — an estimated $19.9K sold.

Sutton Wealth Advisors first reported a position in MERC in Q2 2019 and held it in 13 quarters. The position peaked at $24.5K in Q1 2021. 132 funds tracked by Wall St. Rank hold MERC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Mercer International position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,709 Mercer International shares in Q1 2023, an estimated $19.9K.
  • Sutton Wealth Advisors first reported a position in Mercer International in Q2 2019 and held it in 13 quarters.
  • Sutton Wealth Advisors's Mercer International position peaked at $24.5K in Q1 2021.
  • 132 funds tracked by Wall St. Rank held Mercer International as of Q1 2023.

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