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	–	1310
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

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

Sutton Wealth Advisors sold out of NexPoint Residential Trust (NXRT) in Q1 2023, closing a stake of 378 shares — an estimated $16.5K sold.

Sutton Wealth Advisors first reported a position in NXRT in Q1 2020 and held it in 12 quarters. The position peaked at $34.3K in Q1 2022. 185 funds tracked by Wall St. Rank hold NXRT as of Q1 2023.

Sutton Wealth Advisors reported no remaining NexPoint Residential Trust position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 378 NexPoint Residential Trust shares in Q1 2023, an estimated $16.5K.
Sutton Wealth Advisors first reported a position in NexPoint Residential Trust in Q1 2020 and held it in 12 quarters.
Sutton Wealth Advisors's NexPoint Residential Trust position peaked at $34.3K in Q1 2022.
185 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2023.

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