Sutton Wealth Advisors’s RH RH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4	Closed	-$1.07K	–	1401
2022 Q4	$1.07K	Hold	4	–	–	﹤0.01%	1302
2022 Q3	$984	Buy	+4	New	+$1.08K	﹤0.01%	1302
2022 Q2	–	Sell	-1	Closed	-$326	–	1705
2022 Q1	$326	Sell	1 -1	-50%	-$400	﹤0.01%	1532
2021 Q4	$1.07K	Buy	+2	New	+$1.23K	﹤0.01%	1313
2020 Q1	–	Sell	-403	Closed	-$86K	–	1248
2019 Q4	$86K	Sell	403 -107	-21%	-$20.9K	0.04%	228
2019 Q3	$87.1K	Hold	510	–	–	0.05%	225
2019 Q2	$59K	Hold	510	–	–	0.03%	268
2019 Q1	$52.5K	Hold	510	–	–	0.03%	284
2018 Q4	$61.1K	Hold	510	–	–	0.04%	245
2018 Q3	$66.8K	Hold	510	–	–	0.04%	241
2018 Q2	$71.2K	Sell	510 -43	-8%	-$4.66K	0.05%	232
2018 Q1	$52.7K	Hold	553	–	–	0.04%	263
2017 Q4	$47.7K	Sell	553 -103	-16%	-$9.31K	0.03%	288
2017 Q3	$46.1K	Sell	656 -73	-10%	-$4.58K	0.04%	289
2017 Q2	$47K	Hold	729	–	–	0.04%	274
2017 Q1	$33.7K	Buy	+729	New	+$22.5K	0.03%	347

Other funds holding RH

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return