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Sutton Wealth Advisors’s NewtekOne NEWT Stock Holding History

Sutton Wealth Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.11K Hold
75
– – ﹤0.01% 786
2023
Q2 		$1.19K Buy
+75
New +$989 ﹤0.01% 760

Other funds holding NEWT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

Sutton Wealth Advisors's NEWT Position: Q3 2023 in Review

Sutton Wealth Advisors held its NewtekOne (NEWT) position steady in Q3 2023 at 75 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Sutton Wealth Advisors first reported a position in NEWT in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.19K in Q2 2023. 84 funds tracked by Wall St. Rank hold NEWT as of Q3 2023.

  • Sutton Wealth Advisors held 75 shares of NewtekOne worth $1.11K as of Q3 2023.
  • Sutton Wealth Advisors left its NewtekOne share count unchanged in Q3 2023.
  • NewtekOne made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #786 holding.
  • Sutton Wealth Advisors first reported a position in NewtekOne in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's NewtekOne position peaked at $1.19K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held NewtekOne as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.