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Sutton Wealth Advisors’s Portland General Electric POR Stock Holding History

Sutton Wealth Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16
Closed -$784 – 1369
2022
Q4 		$784 Sell
16
-4
-20% -$185 ﹤0.01% 1400
2022
Q3 		$869 Buy
+20
New +$1.02K ﹤0.01% 1331

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Portland General Electric (POR) in Q1 2023, closing a stake of 16 shares — an estimated $784 sold.

Sutton Wealth Advisors first reported a position in POR in Q3 2022 and held it in 2 quarters. The position peaked at $869 in Q3 2022. 384 funds tracked by Wall St. Rank hold POR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Portland General Electric position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 16 Portland General Electric shares in Q1 2023, an estimated $784.
  • Sutton Wealth Advisors first reported a position in Portland General Electric in Q3 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Portland General Electric position peaked at $869 in Q3 2022.
  • 384 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2023.

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