Sutton Wealth Advisors’s Resources Connection RGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8	Closed	-$147	–	1399
2022 Q4	$147	Hold	8	–	–	﹤0.01%	1614
2022 Q3	$145	Hold	8	–	–	﹤0.01%	1571
2022 Q2	$163	Hold	8	–	–	﹤0.01%	1584
2022 Q1	$137	Buy	+8	New	+$138	﹤0.01%	1595
2020 Q2	–	Sell	-405	Closed	-$4.44K	–	1270
2020 Q1	$4.44K	Sell	405 -116	-22%	-$1.58K	﹤0.01%	845
2019 Q4	$8.51K	Buy	521 +155	+42%	+$2.36K	﹤0.01%	858
2019 Q3	$6.22K	Hold	366	–	–	﹤0.01%	901
2019 Q2	$5.86K	Hold	366	–	–	﹤0.01%	900
2019 Q1	$6.05K	Buy	+366	New	+$6.12K	﹤0.01%	895
2017 Q3	–	Sell	-1,129	Closed	-$15.5K	–	1101
2017 Q2	$15.5K	Buy	1,129 +540	+92%	+$7.34K	0.01%	619
2017 Q1	$9.87K	Hold	589	–	–	0.01%	717
2016 Q4	$11.3K	Hold	589	–	–	0.01%	658
2016 Q3	$8.8K	Hold	589	–	–	0.01%	692
2016 Q2	$8.71K	Hold	589	–	–	0.01%	662
2016 Q1	$9.16K	Buy	+589	New	+$8.56K	0.01%	630

Other funds holding RGP

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Resources Connection (RGP) in Q1 2023, closing a stake of 8 shares — an estimated $147 sold.

Sutton Wealth Advisors first reported a position in RGP in Q1 2016 and held it in 15 quarters. The position peaked at $15.5K in Q2 2017. 186 funds tracked by Wall St. Rank hold RGP as of Q1 2023.

Sutton Wealth Advisors reported no remaining Resources Connection position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 8 Resources Connection shares in Q1 2023, an estimated $147.
Sutton Wealth Advisors first reported a position in Resources Connection in Q1 2016 and held it in 15 quarters.
Sutton Wealth Advisors's Resources Connection position peaked at $15.5K in Q2 2017.
186 funds tracked by Wall St. Rank held Resources Connection as of Q1 2023.

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