Sutton Wealth Advisors’s Post Holdings POST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4	Closed	-$361	–	1370
2022 Q4	$361	Hold	4	–	–	﹤0.01%	1544
2022 Q3	$328	Hold	4	–	–	﹤0.01%	1519
2022 Q2	$329	Hold	4	–	–	﹤0.01%	1531
2022 Q1	$277	Sell	4 -7	-64%	-$490	﹤0.01%	1552
2021 Q4	$789	Buy	+11	New	+$754	﹤0.01%	1392

Other funds holding POST

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Post Holdings (POST) in Q1 2023, closing a stake of 4 shares — an estimated $361 sold.

Sutton Wealth Advisors first reported a position in POST in Q4 2021 and held it in 5 quarters. The position peaked at $789 in Q4 2021. 353 funds tracked by Wall St. Rank hold POST as of Q1 2023.

Sutton Wealth Advisors reported no remaining Post Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 Post Holdings shares in Q1 2023, an estimated $361.
Sutton Wealth Advisors first reported a position in Post Holdings in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's Post Holdings position peaked at $789 in Q4 2021.
353 funds tracked by Wall St. Rank held Post Holdings as of Q1 2023.

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