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Sutton Wealth Advisors’s Richardson Electronics RELL Stock Holding History

Sutton Wealth Advisors’s Portfolio RELL Stock Details RELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.46K Hold
500
– – ﹤0.01% 571
2023
Q2 		$8.25K Buy
+500
New +$8.64K ﹤0.01% 490

Other funds holding RELL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Sutton Wealth Advisors's RELL Position: Q3 2023 in Review

Sutton Wealth Advisors held its Richardson Electronics (RELL) position steady in Q3 2023 at 500 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Sutton Wealth Advisors first reported a position in RELL in Q2 2023 and has held it in 2 quarters since. The position peaked at $8.25K in Q2 2023. 80 funds tracked by Wall St. Rank hold RELL as of Q3 2023.

  • Sutton Wealth Advisors held 500 shares of Richardson Electronics worth $5.46K as of Q3 2023.
  • Sutton Wealth Advisors left its Richardson Electronics share count unchanged in Q3 2023.
  • Richardson Electronics made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #571 holding.
  • Sutton Wealth Advisors first reported a position in Richardson Electronics in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Richardson Electronics position peaked at $8.25K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Richardson Electronics as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.