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Sutton Wealth Advisors’s Oil States International OIS Stock Holding History

Sutton Wealth Advisors’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,150
Closed -$38.4K – 1319
2022
Q4 		$38.4K Hold
5,150
– – 0.01% 468
2022
Q3 		$20K Sell
5,150
-21
-0.4% -$100 0.01% 664
2022
Q2 		$28K Hold
5,171
– – 0.01% 551
2022
Q1 		$35.9K Buy
5,171
+21
+0.4% +$133 0.01% 513
2021
Q4 		$25.6K Hold
5,150
– – 0.01% 635
2021
Q3 		$32.9K Hold
5,150
– – 0.01% 527
2021
Q2 		$40.4K Hold
5,150
– – 0.01% 468
2021
Q1 		$31.1K Hold
5,150
– – 0.01% 538
2020
Q4 		$25.9K Hold
5,150
– – 0.01% 539
2020
Q3 		$14.1K Hold
5,150
– – 0.01% 645
2020
Q2 		$24.5K Sell
5,150
-4,486
-47% -$17.2K 0.01% 478
2020
Q1 		$19.6K Buy
9,636
+8,661
+888% +$79.5K 0.01% 484
2019
Q4 		$15.9K Sell
975
-416
-30% -$6.32K 0.01% 689
2019
Q3 		$18.5K Buy
1,391
+238
+21% +$3.42K 0.01% 606
2019
Q2 		$21.1K Buy
1,153
+255
+28% +$4.57K 0.01% 561
2019
Q1 		$15.2K Sell
898
-95
-10% -$1.61K 0.01% 666
2018
Q4 		$14.2K Buy
993
+284
+40% +$6.53K 0.01% 643
2018
Q3 		$23.5K Hold
709
– – 0.02% 526
2018
Q2 		$22.8K Hold
709
– – 0.02% 547
2018
Q1 		$18.6K Buy
709
+388
+121% +$11.1K 0.01% 599
2017
Q4 		$9.08K Buy
+321
New +$7.78K 0.01% 808

Other funds holding OIS

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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Oil States International (OIS) in Q1 2023, closing a stake of 5,150 shares — an estimated $38.4K sold.

Sutton Wealth Advisors first reported a position in OIS in Q4 2017 and held it in 21 quarters. The position peaked at $40.4K in Q2 2021. 170 funds tracked by Wall St. Rank hold OIS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Oil States International position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 5,150 Oil States International shares in Q1 2023, an estimated $38.4K.
  • Sutton Wealth Advisors first reported a position in Oil States International in Q4 2017 and held it in 21 quarters.
  • Sutton Wealth Advisors's Oil States International position peaked at $40.4K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Oil States International as of Q1 2023.

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