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Sutton Wealth Advisors’s Nelnet NNI Stock Holding History

Sutton Wealth Advisors’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8.93K Hold
100
– – ﹤0.01% 490
2023
Q2 		$9.65K Hold
100
– – ﹤0.01% 467
2023
Q1 		$9.19K Hold
100
– – ﹤0.01% 438
2022
Q4 		$9.07K Buy
100
+20
+25% +$1.81K ﹤0.01% 980
2022
Q3 		$6.33K Buy
+80
New +$6.96K ﹤0.01% 1020

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SA
Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

Sutton Wealth Advisors held its Nelnet (NNI) position steady in Q3 2023 at 100 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Sutton Wealth Advisors first reported a position in NNI in Q3 2022 and has held it in 5 quarters since. The position peaked at $9.65K in Q2 2023. 146 funds tracked by Wall St. Rank hold NNI as of Q3 2023.

  • Sutton Wealth Advisors held 100 shares of Nelnet worth $8.93K as of Q3 2023.
  • Sutton Wealth Advisors left its Nelnet share count unchanged in Q3 2023.
  • Nelnet made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #490 holding.
  • Sutton Wealth Advisors first reported a position in Nelnet in Q3 2022 and has held it in 5 quarters since.
  • Sutton Wealth Advisors's Nelnet position peaked at $9.65K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Nelnet as of Q3 2023.

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