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Sutton Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Sutton Wealth Advisors’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9
Closed -$1.82K – 1410
2022
Q4 		$1.82K Hold
9
– – ﹤0.01% 1220
2022
Q3 		$1.57K Buy
9
+4
+80% +$735 ﹤0.01% 1214
2022
Q2 		$849 Hold
5
– – ﹤0.01% 1327
2022
Q1 		$917 Hold
5
– – ﹤0.01% 1365
2021
Q4 		$811 Buy
+5
New +$773 ﹤0.01% 1383

Other funds holding RS

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Reliance Steel & Aluminium (RS) in Q1 2023, closing a stake of 9 shares — an estimated $1.82K sold.

Sutton Wealth Advisors first reported a position in RS in Q4 2021 and held it in 5 quarters. The position peaked at $1.82K in Q4 2022. 524 funds tracked by Wall St. Rank hold RS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Reliance Steel & Aluminium position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 9 Reliance Steel & Aluminium shares in Q1 2023, an estimated $1.82K.
  • Sutton Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Reliance Steel & Aluminium position peaked at $1.82K in Q4 2022.
  • 524 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2023.

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