SWA
ODP

Sutton Wealth Advisors’s ODP ODP Stock Holding History

Sutton Wealth Advisors’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$554 Hold
12
– – ﹤0.01% 814
2023
Q2 		$562 Hold
12
– – ﹤0.01% 803
2023
Q1 		$540 Sell
12
-1,154
-99% -$56.3K ﹤0.01% 766
2022
Q4 		$53.1K Hold
1,166
– – 0.02% 373
2022
Q3 		$41K Buy
1,166
+10
+0.9% +$356 0.02% 421
2022
Q2 		$35K Sell
1,156
-11
-0.9% -$444 0.01% 483
2022
Q1 		$53.5K Buy
1,167
+11
+1% +$481 0.02% 383
2021
Q4 		$45.4K Hold
1,156
– – 0.02% 445
2021
Q3 		$46.4K Hold
1,156
– – 0.02% 412
2021
Q2 		$55.5K Buy
1,156
+12
+1% +$529 0.02% 383
2021
Q1 		$49.5K Hold
1,144
– – 0.02% 394
2020
Q4 		$33.5K Hold
1,144
– – 0.01% 465
2020
Q3 		$22.3K Sell
1,144
-1
-0.1% -$21 0.01% 513
2020
Q2 		$26.9K Hold
1,145
– – 0.01% 452
2020
Q1 		$18.8K Buy
1,145
+208
+22% +$4.65K 0.01% 496
2019
Q4 		$25.7K Hold
937
– – 0.01% 508
2019
Q3 		$16.4K Sell
937
-311
-25% -$5.36K 0.01% 645
2019
Q2 		$25.7K Buy
1,248
+528
+73% +$12K 0.01% 497
2019
Q1 		$26.2K Sell
720
-66
-8% -$2.12K 0.02% 492
2018
Q4 		$20.3K Buy
786
+523
+199% +$15K 0.01% 518
2018
Q3 		$8.45K Sell
263
-589
-69% -$17.6K 0.01% 820
2018
Q2 		$21.7K Buy
+852
New +$20.7K 0.02% 560

Other funds holding ODP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Sutton Wealth Advisors held its ODP (ODP) position steady in Q3 2023 at 12 shares worth $554. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Sutton Wealth Advisors first reported a position in ODP in Q2 2018 and has held it in 22 quarters since. The position peaked at $55.5K in Q2 2021. 229 funds tracked by Wall St. Rank hold ODP as of Q3 2023.

  • Sutton Wealth Advisors held 12 shares of ODP worth $554 as of Q3 2023.
  • Sutton Wealth Advisors left its ODP share count unchanged in Q3 2023.
  • ODP made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #814 holding.
  • Sutton Wealth Advisors first reported a position in ODP in Q2 2018 and has held it in 22 quarters since.
  • Sutton Wealth Advisors's ODP position peaked at $55.5K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held ODP as of Q3 2023.

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