Sutton Wealth Advisors’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-450	Closed	-$19.9K	–	1364
2022 Q4	$19.9K	Hold	450	–	–	0.01%	688
2022 Q3	$18.7K	Sell	450 -3	-0.7%	-$147	0.01%	682
2022 Q2	$24.1K	Hold	453	–	–	0.01%	606
2022 Q1	$25.4K	Sell	453 -2	-0.4%	-$99	0.01%	631
2021 Q4	$24.5K	Buy	455 +7	+2%	+$386	0.01%	646
2021 Q3	$23K	Hold	448	–	–	0.01%	653
2021 Q2	$19.4K	Hold	448	–	–	0.01%	713
2021 Q1	$22.3K	Hold	448	–	–	0.01%	642
2020 Q4	$19.7K	Hold	448	–	–	0.01%	620
2020 Q3	$16.4K	Hold	448	–	–	0.01%	599
2020 Q2	$15.8K	Hold	448	–	–	0.01%	602
2020 Q1	$14K	Hold	448	–	–	0.01%	564
2019 Q4	$18.9K	Hold	448	–	–	0.01%	621
2019 Q3	$17K	Hold	448	–	–	0.01%	631
2019 Q2	$15.4K	Hold	448	–	–	0.01%	654
2019 Q1	$19.8K	Hold	448	–	–	0.01%	573
2018 Q4	$15.9K	Hold	448	–	–	0.01%	598
2018 Q3	$20.8K	Hold	448	–	–	0.01%	571
2018 Q2	$21.1K	Hold	448	–	–	0.01%	569
2018 Q1	$17.4K	Hold	448	–	–	0.01%	628
2017 Q4	$16.8K	Hold	448	–	–	0.01%	612
2017 Q3	$20.7K	Hold	448	–	–	0.02%	534
2017 Q2	$16.6K	Hold	448	–	–	0.01%	594
2017 Q1	$15.1K	Hold	448	–	–	0.01%	601
2016 Q4	$12.9K	Hold	448	–	–	0.01%	625
2016 Q3	$10.6K	Hold	448	–	–	0.01%	649
2016 Q2	$9.16K	Buy	+448	New	+$9.31K	0.01%	652

Other funds holding PLUS

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of ePlus (PLUS) in Q1 2023, closing a stake of 450 shares — an estimated $19.9K sold.

Sutton Wealth Advisors first reported a position in PLUS in Q2 2016 and held it in 27 quarters. The position peaked at $25.4K in Q1 2022. 187 funds tracked by Wall St. Rank hold PLUS as of Q1 2023.

Sutton Wealth Advisors reported no remaining ePlus position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 450 ePlus shares in Q1 2023, an estimated $19.9K.
Sutton Wealth Advisors first reported a position in ePlus in Q2 2016 and held it in 27 quarters.
Sutton Wealth Advisors's ePlus position peaked at $25.4K in Q1 2022.
187 funds tracked by Wall St. Rank held ePlus as of Q1 2023.

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