Sutton Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-913	Closed	-$28.8K	–	1372
2022 Q4	$28.8K	Sell	913 -1	-0.1%	-$34	0.01%	565
2022 Q3	$28.3K	Sell	914 -2	-0.2%	-$65	0.01%	543
2022 Q2	$26.8K	Buy	916 +3	+0.3%	+$96	0.01%	570
2022 Q1	$32.3K	Sell	913 -22	-2%	-$854	0.01%	547
2021 Q4	$37.4K	Buy	935 +58	+7%	+$2.4K	0.01%	504
2021 Q3	$36.3K	Hold	877	–	–	0.01%	498
2021 Q2	$37.1K	Hold	877	–	–	0.01%	495
2021 Q1	$38.1K	Hold	877	–	–	0.02%	468
2020 Q4	$27.5K	Hold	877	–	–	0.01%	523
2020 Q3	$17.7K	Hold	877	–	–	0.01%	577
2020 Q2	$19K	Buy	+877	New	+$17.6K	0.01%	547
2020 Q1	–	Sell	-1,048	Closed	-$34.2K	–	1244
2019 Q4	$34.2K	Buy	1,048 +257	+32%	+$8.37K	0.02%	422
2019 Q3	$24.7K	Hold	791	–	–	0.01%	509
2019 Q2	$24.4K	Hold	791	–	–	0.01%	511
2019 Q1	$21K	Buy	791 +16	+2%	+$456	0.01%	553
2018 Q4	$19.8K	Buy	+775	New	+$23.4K	0.01%	524

Other funds holding PPBI

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Pacific Premier Bancorp (PPBI) in Q1 2023, closing a stake of 913 shares — an estimated $28.8K sold.

Sutton Wealth Advisors first reported a position in PPBI in Q4 2018 and held it in 16 quarters. The position peaked at $38.1K in Q1 2021. 230 funds tracked by Wall St. Rank hold PPBI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Pacific Premier Bancorp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 913 Pacific Premier Bancorp shares in Q1 2023, an estimated $28.8K.
Sutton Wealth Advisors first reported a position in Pacific Premier Bancorp in Q4 2018 and held it in 16 quarters.
Sutton Wealth Advisors's Pacific Premier Bancorp position peaked at $38.1K in Q1 2021.
230 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2023.

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