Sutton Wealth Advisors’s Owens Corning OC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6	Closed	-$512	–	1314
2022 Q4	$512	Buy	6 +2	+50%	+$175	﹤0.01%	1486
2022 Q3	$314	Sell	4 -12	-75%	-$1.01K	﹤0.01%	1524
2022 Q2	$1.19K	Sell	16 -1	-6%	-$88	﹤0.01%	1247
2022 Q1	$1.56K	Buy	17 +6	+55%	+$551	﹤0.01%	1239
2021 Q4	$996	Buy	+11	New	+$998	﹤0.01%	1330

Other funds holding OC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Owens Corning (OC) in Q1 2023, closing a stake of 6 shares — an estimated $512 sold.

Sutton Wealth Advisors first reported a position in OC in Q4 2021 and held it in 5 quarters. The position peaked at $1.56K in Q1 2022. 532 funds tracked by Wall St. Rank hold OC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Owens Corning position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 Owens Corning shares in Q1 2023, an estimated $512.
Sutton Wealth Advisors first reported a position in Owens Corning in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's Owens Corning position peaked at $1.56K in Q1 2022.
532 funds tracked by Wall St. Rank held Owens Corning as of Q1 2023.

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