SWA
NXRT

Sutton Wealth Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Sutton Wealth Advisors’s Portfolio NXRT Stock Details NXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-378
Closed -$16.5K – 1311
2022
Q4 		$16.5K Sell
378
-281
-43% -$12.6K 0.01% 774
2022
Q3 		$30.5K Buy
659
+277
+73% +$16K 0.01% 520
2022
Q2 		$23.9K Buy
382
+2
+0.5% +$152 0.01% 610
2022
Q1 		$34.3K Buy
380
+5
+1% +$417 0.01% 526
2021
Q4 		$31.4K Buy
375
+6
+2% +$443 0.01% 560
2021
Q3 		$22.8K Hold
369
– – 0.01% 655
2021
Q2 		$20.3K Hold
369
– – 0.01% 695
2021
Q1 		$17K Buy
369
+213
+137% +$9.12K 0.01% 718
2020
Q4 		$6.6K Hold
156
– – ﹤0.01% 918
2020
Q3 		$6.92K Hold
156
– – ﹤0.01% 831
2020
Q2 		$5.51K Sell
156
-48
-24% -$1.49K ﹤0.01% 844
2020
Q1 		$5.14K Buy
+204
New +$8.94K ﹤0.01% 809

Other funds holding NXRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return