Sutton Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,600	Closed	-$20K	–	1423
2022 Q4	$20K	Sell	1,600 -629	-28%	-$7.72K	0.01%	687
2022 Q3	$28.1K	Buy	2,229 +18	+0.8%	+$250	0.01%	545
2022 Q2	$26.4K	Buy	2,211 +604	+38%	+$8.77K	0.01%	575
2022 Q1	$25.1K	Sell	1,607 -22	-1%	-$381	0.01%	636
2021 Q4	$30.1K	Buy	1,629 +29	+2%	+$529	0.01%	579
2021 Q3	$27K	Hold	1,600	–	–	0.01%	602
2021 Q2	$35.3K	Hold	1,600	–	–	0.01%	515
2021 Q1	$32.2K	Hold	1,600	–	–	0.01%	526
2020 Q4	$20.9K	Buy	+1,600	New	+$17.1K	0.01%	598
2017 Q1	–	Sell	-13	Closed	-$343	–	1076
2016 Q4	$343	Hold	13	–	–	﹤0.01%	1037
2016 Q3	$334	Hold	13	–	–	﹤0.01%	1032
2016 Q2	$382	Hold	13	–	–	﹤0.01%	996
2016 Q1	$421	Buy	+13	New	+$386	﹤0.01%	977

Other funds holding SBH

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Sutton Wealth Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2023, closing a stake of 1,600 shares — an estimated $20K sold.

Sutton Wealth Advisors first reported a position in SBH in Q1 2016 and held it in 13 quarters. The position peaked at $35.3K in Q2 2021. 216 funds tracked by Wall St. Rank hold SBH as of Q1 2023.

Sutton Wealth Advisors reported no remaining Sally Beauty Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,600 Sally Beauty Holdings shares in Q1 2023, an estimated $20K.
Sutton Wealth Advisors first reported a position in Sally Beauty Holdings in Q1 2016 and held it in 13 quarters.
Sutton Wealth Advisors's Sally Beauty Holdings position peaked at $35.3K in Q2 2021.
216 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2023.

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