Sutton Wealth Advisors’s Southside Bancshares SBSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-408	Closed	-$14.7K	–	1425
2022 Q4	$14.7K	Sell	408 -3	-0.7%	-$106	0.01%	817
2022 Q3	$14.5K	Buy	411 +3	+0.7%	+$115	0.01%	767
2022 Q2	$15.3K	Sell	408 -6	-1%	-$234	0.01%	760
2022 Q1	$16.9K	Hold	414	–	–	0.01%	768
2021 Q4	$17.3K	Buy	414 +6	+1%	+$248	0.01%	755
2021 Q3	$15.6K	Hold	408	–	–	0.01%	770
2021 Q2	$15.6K	Hold	408	–	–	0.01%	778
2021 Q1	$15.7K	Buy	408 +218	+115%	+$7.73K	0.01%	748
2020 Q4	$5.9K	Hold	190	–	–	﹤0.01%	949
2020 Q3	$4.64K	Hold	190	–	–	﹤0.01%	945
2020 Q2	$5.27K	Hold	190	–	–	﹤0.01%	865
2020 Q1	$5.77K	Sell	190 -107	-36%	-$3.62K	﹤0.01%	787
2019 Q4	$11K	Buy	297 +107	+56%	+$3.78K	0.01%	793
2019 Q3	$6.48K	Hold	190	–	–	﹤0.01%	887
2019 Q2	$6.15K	Hold	190	–	–	﹤0.01%	885
2019 Q1	$6.31K	Hold	190	–	–	﹤0.01%	884
2018 Q4	$6.03K	Sell	190 -368	-66%	-$12K	﹤0.01%	855
2018 Q3	$19.4K	Hold	558	–	–	0.01%	601
2018 Q2	$18.8K	Hold	558	–	–	0.01%	611
2018 Q1	$19.4K	Buy	558 +368	+194%	+$12.8K	0.01%	578
2017 Q4	$6.4K	Hold	190	–	–	﹤0.01%	855
2017 Q3	$6.91K	Hold	190	–	–	0.01%	831
2017 Q2	$6.64K	Hold	190	–	–	0.01%	829
2017 Q1	$6.21K	Hold	190	–	–	0.01%	819
2016 Q4	$6.97K	Hold	190	–	–	0.01%	781
2016 Q3	$5.95K	Hold	190	–	–	0.01%	786
2016 Q2	$5.72K	Buy	190 +1	+0.5%	+$27	0.01%	757
2016 Q1	$4.59K	Buy	+189	New	+$4.12K	﹤0.01%	758

Other funds holding SBSI

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Southside Bancshares (SBSI) in Q1 2023, closing a stake of 408 shares — an estimated $14.7K sold.

Sutton Wealth Advisors first reported a position in SBSI in Q1 2016 and held it in 28 quarters. The position peaked at $19.4K in Q3 2018. 145 funds tracked by Wall St. Rank hold SBSI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Southside Bancshares position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 408 Southside Bancshares shares in Q1 2023, an estimated $14.7K.
Sutton Wealth Advisors first reported a position in Southside Bancshares in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Southside Bancshares position peaked at $19.4K in Q3 2018.
145 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2023.

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