Sutton Wealth Advisors’s Orthofix Medical OFIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-879	Closed	-$16.8K	–	1695
2022 Q3	$16.8K	Buy	879 +875	+21,875%	+$19.7K	0.01%	714
2022 Q2	$94	Sell	4 -349	-99%	-$9.99K	﹤0.01%	1625
2022 Q1	$11.5K	Hold	353	–	–	﹤0.01%	896
2021 Q4	$11K	Buy	353 +203	+135%	+$6.79K	﹤0.01%	904
2021 Q3	$5.72K	Hold	150	–	–	﹤0.01%	1034
2021 Q2	$6.02K	Hold	150	–	–	﹤0.01%	1019
2021 Q1	$6.5K	Hold	150	–	–	﹤0.01%	966
2020 Q4	$6.45K	Hold	150	–	–	﹤0.01%	924
2020 Q3	$4.67K	Hold	150	–	–	﹤0.01%	940
2020 Q2	$4.8K	Buy	+150	New	+$4.98K	﹤0.01%	909
2019 Q4	–	Sell	-173	Closed	-$9.17K	–	1187
2019 Q3	$9.17K	Hold	173	–	–	0.01%	812
2019 Q2	$9.15K	Hold	173	–	–	0.01%	793
2019 Q1	$9.76K	Hold	173	–	–	0.01%	789
2018 Q4	$9.08K	Hold	173	–	–	0.01%	771
2018 Q3	$10K	Hold	173	–	–	0.01%	782
2018 Q2	$9.83K	Hold	173	–	–	0.01%	832
2018 Q1	$10.2K	Buy	+173	New	+$9.69K	0.01%	803

Other funds holding OFIX

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

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

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Sutton Wealth Advisors's OFIX Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Orthofix Medical (OFIX) in Q4 2022, closing a stake of 879 shares — an estimated $16.8K sold.

Sutton Wealth Advisors first reported a position in OFIX in Q1 2018 and held it in 17 quarters. The position peaked at $16.8K in Q3 2022. 153 funds tracked by Wall St. Rank hold OFIX as of Q4 2022.

Sutton Wealth Advisors reported no remaining Orthofix Medical position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 879 Orthofix Medical shares in Q4 2022, an estimated $16.8K.
Sutton Wealth Advisors first reported a position in Orthofix Medical in Q1 2018 and held it in 17 quarters.
Sutton Wealth Advisors's Orthofix Medical position peaked at $16.8K in Q3 2022.
153 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.