SWA
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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 – 1400
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 – 1703
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 $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of RH (RH) in Q1 2023, closing a stake of 4 shares — an estimated $1.07K sold.

Sutton Wealth Advisors first reported a position in RH in Q1 2017 and held it in 16 quarters. The position peaked at $87.1K in Q3 2019. 404 funds tracked by Wall St. Rank hold RH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining RH position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4 RH shares in Q1 2023, an estimated $1.07K.
  • Sutton Wealth Advisors first reported a position in RH in Q1 2017 and held it in 16 quarters.
  • Sutton Wealth Advisors's RH position peaked at $87.1K in Q3 2019.
  • 404 funds tracked by Wall St. Rank held RH as of Q1 2023.

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