Sutton Wealth Advisors’s MGP Ingredients MGPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-168	Closed	-$17.9K	–	1251
2022 Q4	$17.9K	Hold	168	–	–	0.01%	737
2022 Q3	$17.8K	Hold	168	–	–	0.01%	696
2022 Q2	$16.8K	Hold	168	–	–	0.01%	733
2022 Q1	$14.4K	Hold	168	–	–	﹤0.01%	834
2021 Q4	$14.3K	Buy	168 +3	+2%	+$226	﹤0.01%	822
2021 Q3	$10.7K	Hold	165	–	–	﹤0.01%	887
2021 Q2	$11.2K	Hold	165	–	–	﹤0.01%	881
2021 Q1	$9.76K	Hold	165	–	–	﹤0.01%	885
2020 Q4	$7.76K	Hold	165	–	–	﹤0.01%	883
2020 Q3	$6.56K	Hold	165	–	–	﹤0.01%	845
2020 Q2	$6.06K	Hold	165	–	–	﹤0.01%	823
2020 Q1	$4.44K	Buy	+165	New	+$5.64K	﹤0.01%	846
2019 Q4	–	Sell	-173	Closed	-$8.6K	–	1184
2019 Q3	$8.6K	Buy	+173	New	+$9.71K	﹤0.01%	829
2019 Q1	–	Sell	-140	Closed	-$7.99K	–	1201
2018 Q4	$7.99K	Sell	140 -62	-31%	-$4.19K	0.01%	793
2018 Q3	$16K	Buy	202 +26	+15%	+$2.11K	0.01%	670
2018 Q2	$15.6K	Buy	+176	New	+$15.8K	0.01%	688

Other funds holding MGPI

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Sutton Wealth Advisors sold out of MGP Ingredients (MGPI) in Q1 2023, closing a stake of 168 shares — an estimated $17.9K sold.

Sutton Wealth Advisors first reported a position in MGPI in Q2 2018 and held it in 16 quarters. The position peaked at $17.9K in Q4 2022. 237 funds tracked by Wall St. Rank hold MGPI as of Q1 2023.

Sutton Wealth Advisors reported no remaining MGP Ingredients position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 168 MGP Ingredients shares in Q1 2023, an estimated $17.9K.
Sutton Wealth Advisors first reported a position in MGP Ingredients in Q2 2018 and held it in 16 quarters.
Sutton Wealth Advisors's MGP Ingredients position peaked at $17.9K in Q4 2022.
237 funds tracked by Wall St. Rank held MGP Ingredients as of Q1 2023.

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