Sutton Wealth Advisors’s National Bank Holdings NBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,076	Closed	-$45.3K	–	1283
2022 Q4	$45.3K	Hold	1,076	–	–	0.02%	418
2022 Q3	$39.8K	Buy	1,076 +1	+0.1%	+$40	0.02%	434
2022 Q2	$41.1K	Hold	1,075	–	–	0.02%	433
2022 Q1	$43.3K	Sell	1,075 -2	-0.2%	-$89	0.01%	448
2021 Q4	$47.3K	Buy	1,077 +5	+0.5%	+$218	0.02%	429
2021 Q3	$43.4K	Hold	1,072	–	–	0.02%	436
2021 Q2	$40.5K	Hold	1,072	–	–	0.01%	467
2021 Q1	$42.5K	Hold	1,072	–	–	0.02%	435
2020 Q4	$35.1K	Hold	1,072	–	–	0.01%	450
2020 Q3	$28.1K	Hold	1,072	–	–	0.01%	450
2020 Q2	$28.9K	Sell	1,072 -186	-15%	-$4.74K	0.02%	434
2020 Q1	$30.1K	Buy	1,258 +810	+181%	+$25.3K	0.02%	368
2019 Q4	$15.8K	Buy	448 +279	+165%	+$9.84K	0.01%	695
2019 Q3	$5.78K	Hold	169	–	–	﹤0.01%	920
2019 Q2	$6.13K	Hold	169	–	–	﹤0.01%	889
2019 Q1	$5.62K	Buy	+169	New	+$5.66K	﹤0.01%	913

Other funds holding NBHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of National Bank Holdings (NBHC) in Q1 2023, closing a stake of 1,076 shares — an estimated $45.3K sold.

Sutton Wealth Advisors first reported a position in NBHC in Q1 2019 and held it in 16 quarters. The position peaked at $47.3K in Q4 2021. 145 funds tracked by Wall St. Rank hold NBHC as of Q1 2023.

Sutton Wealth Advisors reported no remaining National Bank Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,076 National Bank Holdings shares in Q1 2023, an estimated $45.3K.
Sutton Wealth Advisors first reported a position in National Bank Holdings in Q1 2019 and held it in 16 quarters.
Sutton Wealth Advisors's National Bank Holdings position peaked at $47.3K in Q4 2021.
145 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2023.

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