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Sutton Wealth Advisors’s Ring Energy REI Stock Holding History

Sutton Wealth Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,176
Closed -$11K – 1247
2019
Q4 		$11K Buy
+4,176
New +$8.19K 0.01% 794
2019
Q3 		– Sell
-2,881
Closed -$9.36K – 1207
2019
Q2 		$9.36K Buy
+2,881
New +$12.8K 0.01% 783
2019
Q1 		– Sell
-1,659
Closed -$8.43K – 1211
2018
Q4 		$8.43K Buy
1,659
+290
+21% +$2.06K 0.01% 782
2018
Q3 		$13.6K Buy
+1,369
New +$16.4K 0.01% 716

Other funds holding REI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's REI Position: Q1 2020 in Review

Sutton Wealth Advisors sold out of Ring Energy (REI) in Q1 2020, closing a stake of 4,176 shares — an estimated $11K sold.

Sutton Wealth Advisors first reported a position in REI in Q3 2018 and held it in 4 quarters. The position peaked at $13.6K in Q3 2018. 97 funds tracked by Wall St. Rank hold REI as of Q1 2020.

  • Sutton Wealth Advisors reported no remaining Ring Energy position as of Q1 2020 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4,176 Ring Energy shares in Q1 2020, an estimated $11K.
  • Sutton Wealth Advisors first reported a position in Ring Energy in Q3 2018 and held it in 4 quarters.
  • Sutton Wealth Advisors's Ring Energy position peaked at $13.6K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held Ring Energy as of Q1 2020.

Based on Sutton Wealth Advisors's 13F filing for Q1 2020, filed 7 Nov 2023.