Sutton Wealth Advisors’s Somnigroup International SGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-24	Closed	-$824	–	1604
2022 Q4	$824	Hold	24	–	–	﹤0.01%	1381
2022 Q3	$579	Buy	24 +1	+4%	+$26	﹤0.01%	1443
2022 Q2	$492	Buy	+23	New	+$593	﹤0.01%	1459
2022 Q1	–	Sell	-21	Closed	-$988	–	1735
2021 Q4	$988	Buy	+21	New	+$952	﹤0.01%	1331
2017 Q1	–	Sell	-704	Closed	-$12K	–	1081
2016 Q4	$12K	Hold	704	–	–	0.01%	643
2016 Q3	$9.99K	Hold	704	–	–	0.01%	664
2016 Q2	$9.74K	Hold	704	–	–	0.01%	635
2016 Q1	$10.7K	Buy	+704	New	+$10.4K	0.01%	597

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Somnigroup International (SGI) in Q1 2023, closing a stake of 24 shares — an estimated $824 sold.

Sutton Wealth Advisors first reported a position in SGI in Q1 2016 and held it in 8 quarters. The position peaked at $12K in Q4 2016. 331 funds tracked by Wall St. Rank hold SGI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Somnigroup International position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 24 Somnigroup International shares in Q1 2023, an estimated $824.
Sutton Wealth Advisors first reported a position in Somnigroup International in Q1 2016 and held it in 8 quarters.
Sutton Wealth Advisors's Somnigroup International position peaked at $12K in Q4 2016.
331 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2023.

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