Sutton Wealth Advisors’s Seacoast Banking Corp of Florida SBCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,524	Closed	-$47.5K	–	1422
2022 Q4	$47.5K	Sell	1,524 -3	-0.2%	-$95	0.02%	401
2022 Q3	$46.2K	Sell	1,527 -4	-0.3%	-$133	0.02%	392
2022 Q2	$50.6K	Sell	1,531 -11	-0.7%	-$368	0.02%	378
2022 Q1	$54K	Hold	1,542	–	–	0.02%	381
2021 Q4	$54.6K	Buy	1,542 +18	+1%	+$645	0.02%	385
2021 Q3	$51.5K	Hold	1,524	–	–	0.02%	387
2021 Q2	$52K	Hold	1,524	–	–	0.02%	394
2021 Q1	$55.2K	Hold	1,524	–	–	0.02%	371
2020 Q4	$44.9K	Hold	1,524	–	–	0.02%	390
2020 Q3	$27.5K	Hold	1,524	–	–	0.01%	457
2020 Q2	$31.1K	Hold	1,524	–	–	0.02%	416
2020 Q1	$27.9K	Buy	+1,524	New	+$38.5K	0.02%	385
2019 Q4	–	Sell	-735	Closed	-$18.6K	–	1195
2019 Q3	$18.6K	Hold	735	–	–	0.01%	603
2019 Q2	$18.7K	Sell	735 -839	-53%	-$21.8K	0.01%	600
2019 Q1	$41.5K	Buy	1,574 +735	+88%	+$20.6K	0.02%	346
2018 Q4	$21.8K	Buy	+839	New	+$22.5K	0.01%	495

Other funds holding SBCF

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

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

Sutton Wealth Advisors sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2023, closing a stake of 1,524 shares — an estimated $47.5K sold.

Sutton Wealth Advisors first reported a position in SBCF in Q4 2018 and held it in 16 quarters. The position peaked at $55.2K in Q1 2021. 235 funds tracked by Wall St. Rank hold SBCF as of Q1 2023.

Sutton Wealth Advisors reported no remaining Seacoast Banking Corp of Florida position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,524 Seacoast Banking Corp of Florida shares in Q1 2023, an estimated $47.5K.
Sutton Wealth Advisors first reported a position in Seacoast Banking Corp of Florida in Q4 2018 and held it in 16 quarters.
Sutton Wealth Advisors's Seacoast Banking Corp of Florida position peaked at $55.2K in Q1 2021.
235 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2023.

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