SWA
SFM icon

Sutton Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History

Sutton Wealth Advisors’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11
Closed -$356 – 1437
2022
Q4 		$356 Hold
11
– – ﹤0.01% 1547
2022
Q3 		$305 Buy
+11
New +$312 ﹤0.01% 1525

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Sprouts Farmers Market (SFM) in Q1 2023, closing a stake of 11 shares — an estimated $356 sold.

Sutton Wealth Advisors first reported a position in SFM in Q3 2022 and held it in 2 quarters. The position peaked at $356 in Q4 2022. 393 funds tracked by Wall St. Rank hold SFM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Sprouts Farmers Market position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 11 Sprouts Farmers Market shares in Q1 2023, an estimated $356.
  • Sutton Wealth Advisors first reported a position in Sprouts Farmers Market in Q3 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Sprouts Farmers Market position peaked at $356 in Q4 2022.
  • 393 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2023.

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