Sutton Wealth Advisors’s NewMarket NEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$311	–	1289
2022 Q4	$311	Buy	+1	New	+$308	﹤0.01%	1561
2022 Q3	–	Sell	-1	Closed	-$301	–	1696
2022 Q2	$301	Hold	1	–	–	﹤0.01%	1538
2022 Q1	$324	Hold	1	–	–	﹤0.01%	1533
2021 Q4	$343	Buy	+1	New	+$345	﹤0.01%	1586

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Sutton Wealth Advisors sold out of NewMarket (NEU) in Q1 2023, closing a stake of 1 share — an estimated $311 sold.

Sutton Wealth Advisors first reported a position in NEU in Q4 2021 and held it in 4 quarters. The position peaked at $343 in Q4 2021. 263 funds tracked by Wall St. Rank hold NEU as of Q1 2023.

Sutton Wealth Advisors reported no remaining NewMarket position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1 NewMarket share in Q1 2023, an estimated $311.
Sutton Wealth Advisors first reported a position in NewMarket in Q4 2021 and held it in 4 quarters.
Sutton Wealth Advisors's NewMarket position peaked at $343 in Q4 2021.
263 funds tracked by Wall St. Rank held NewMarket as of Q1 2023.

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