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Sutton Wealth Advisors’s PBF Energy PBF Stock Holding History

Sutton Wealth Advisors’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-965
Closed -$39.4K – 1344
2022
Q4 		$39.4K Sell
965
-654
-40% -$27.2K 0.02% 460
2022
Q3 		$56.9K Hold
1,619
– – 0.02% 351
2022
Q2 		$47K Hold
1,619
– – 0.02% 401
2022
Q1 		$39.5K Hold
1,619
– – 0.01% 482
2021
Q4 		$21K Buy
1,619
+25
+2% +$346 0.01% 681
2021
Q3 		$20.7K Buy
1,594
+544
+52% +$5.64K 0.01% 682
2021
Q2 		$16.1K Hold
1,050
– – 0.01% 767
2021
Q1 		$14.9K Buy
+1,050
New +$12.5K 0.01% 761
2020
Q4 		– Sell
-1,179
Closed -$6.71K – 1245
2020
Q3 		$6.71K Buy
+1,179
New +$9.78K ﹤0.01% 842

Other funds holding PBF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of PBF Energy (PBF) in Q1 2023, closing a stake of 965 shares — an estimated $39.4K sold.

Sutton Wealth Advisors first reported a position in PBF in Q3 2020 and held it in 9 quarters. The position peaked at $56.9K in Q3 2022. 370 funds tracked by Wall St. Rank hold PBF as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining PBF Energy position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 965 PBF Energy shares in Q1 2023, an estimated $39.4K.
  • Sutton Wealth Advisors first reported a position in PBF Energy in Q3 2020 and held it in 9 quarters.
  • Sutton Wealth Advisors's PBF Energy position peaked at $56.9K in Q3 2022.
  • 370 funds tracked by Wall St. Rank held PBF Energy as of Q1 2023.

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