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Sutton Wealth Advisors’s Palomar PLMR Stock Holding History

Sutton Wealth Advisors’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-512
Closed -$23.1K – 1363
2022
Q4 		$23.1K Buy
512
+8
+2% +$545 0.01% 644
2022
Q3 		$42.2K Buy
504
+2
+0.4% +$147 0.02% 417
2022
Q2 		$32.3K Buy
502
+164
+49% +$9.9K 0.01% 514
2022
Q1 		$21.6K Sell
338
-28
-8% -$1.59K 0.01% 685
2021
Q4 		$23.7K Buy
366
+10
+3% +$778 0.01% 656
2021
Q3 		$28.8K Hold
356
– – 0.01% 577
2021
Q2 		$26.9K Buy
356
+97
+37% +$6.99K 0.01% 613
2021
Q1 		$17.4K Buy
259
+196
+311% +$17.6K 0.01% 709
2020
Q4 		$5.6K Sell
63
-117
-65% -$9.84K ﹤0.01% 955
2020
Q3 		$18.8K Buy
+180
New +$17.7K 0.01% 564

Other funds holding PLMR

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Palomar (PLMR) in Q1 2023, closing a stake of 512 shares — an estimated $23.1K sold.

Sutton Wealth Advisors first reported a position in PLMR in Q3 2020 and held it in 10 quarters. The position peaked at $42.2K in Q3 2022. 176 funds tracked by Wall St. Rank hold PLMR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Palomar position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 512 Palomar shares in Q1 2023, an estimated $23.1K.
  • Sutton Wealth Advisors first reported a position in Palomar in Q3 2020 and held it in 10 quarters.
  • Sutton Wealth Advisors's Palomar position peaked at $42.2K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Palomar as of Q1 2023.

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