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Sutton Wealth Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Sutton Wealth Advisors’s Portfolio PTH Stock Details PTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-237
Closed -$5.62K – 1209
2018
Q4 		$5.62K Hold
237
– – ﹤0.01% 868
2018
Q3 		$7.8K Hold
237
– – 0.01% 833
2018
Q2 		$6.92K Buy
+237
New +$6.6K ﹤0.01% 885

Other funds holding PTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sutton Wealth Advisors's PTH Position: Q1 2019 in Review

Sutton Wealth Advisors sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q1 2019, closing a stake of 237 shares — an estimated $5.62K sold.

Sutton Wealth Advisors first reported a position in PTH in Q2 2018 and held it in 3 quarters. The position peaked at $7.8K in Q3 2018. 64 funds tracked by Wall St. Rank hold PTH as of Q1 2019.

  • Sutton Wealth Advisors reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Sutton Wealth Advisors sold 237 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q1 2019, an estimated $5.62K.
  • Sutton Wealth Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q2 2018 and held it in 3 quarters.
  • Sutton Wealth Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $7.8K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q1 2019.

Based on Sutton Wealth Advisors's 13F filing for Q1 2019, filed 6 Nov 2023.