Sutton Wealth Advisors’s NMI Holdings NMIH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,759	Closed	-$36.8K	–	1294
2022 Q4	$36.8K	Hold	1,759	–	–	0.01%	479
2022 Q3	$35.8K	Hold	1,759	–	–	0.01%	467
2022 Q2	$29.3K	Buy	1,759 +210	+14%	+$3.82K	0.01%	538
2022 Q1	$31.9K	Buy	1,549 +198	+15%	+$4.62K	0.01%	553
2021 Q4	$29.5K	Buy	1,351 +21	+2%	+$466	0.01%	587
2021 Q3	$30.1K	Buy	1,330 +44	+3%	+$968	0.01%	558
2021 Q2	$28.9K	Hold	1,286	–	–	0.01%	586
2021 Q1	$30.4K	Hold	1,286	–	–	0.01%	545
2020 Q4	$29.1K	Hold	1,286	–	–	0.01%	503
2020 Q3	$22.9K	Buy	1,286 +341	+36%	+$5.57K	0.01%	504
2020 Q2	$15.2K	Buy	945 +52	+6%	+$740	0.01%	608
2020 Q1	$10.4K	Hold	893	–	–	0.01%	644
2019 Q4	$29.6K	Hold	893	–	–	0.02%	457
2019 Q3	$23.4K	Hold	893	–	–	0.01%	531
2019 Q2	$25.4K	Hold	893	–	–	0.01%	500
2019 Q1	$23.1K	Hold	893	–	–	0.01%	527
2018 Q4	$15.9K	Hold	893	–	–	0.01%	599
2018 Q3	$20.2K	Hold	893	–	–	0.01%	578
2018 Q2	$14.6K	Buy	893 +96	+12%	+$1.55K	0.01%	722
2018 Q1	$13.2K	Hold	797	–	–	0.01%	720
2017 Q4	$13.5K	Buy	+797	New	+$12.4K	0.01%	696

Other funds holding NMIH

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

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

Sutton Wealth Advisors sold out of NMI Holdings (NMIH) in Q1 2023, closing a stake of 1,759 shares — an estimated $36.8K sold.

Sutton Wealth Advisors first reported a position in NMIH in Q4 2017 and held it in 21 quarters. The position peaked at $36.8K in Q4 2022. 235 funds tracked by Wall St. Rank hold NMIH as of Q1 2023.

Sutton Wealth Advisors reported no remaining NMI Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,759 NMI Holdings shares in Q1 2023, an estimated $36.8K.
Sutton Wealth Advisors first reported a position in NMI Holdings in Q4 2017 and held it in 21 quarters.
Sutton Wealth Advisors's NMI Holdings position peaked at $36.8K in Q4 2022.
235 funds tracked by Wall St. Rank held NMI Holdings as of Q1 2023.

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