Sutton Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-935	Closed	-$14.8K	–	1439
2022 Q4	$14.8K	Buy	+935	New	+$17.1K	0.01%	812
2022 Q3	–	Sell	-2,001	Closed	-$42.7K	–	1709
2022 Q2	$44.4K	Hold	2,001	–	–	0.02%	412
2022 Q1	$47.2K	Buy	2,001 +1,989	+16,575%	+$44.9K	0.02%	422
2021 Q4	$306	Buy	+12	New	+$337	﹤0.01%	1598
2021 Q3	–	Sell	-865	Closed	-$42K	–	1335
2021 Q2	$42K	Hold	865	–	–	0.02%	455
2021 Q1	$42.2K	Hold	865	–	–	0.02%	437
2020 Q4	$37.4K	Hold	865	–	–	0.02%	435
2020 Q3	$38.4K	Hold	865	–	–	0.02%	358
2020 Q2	$42.6K	Hold	865	–	–	0.02%	338
2020 Q1	$42.6K	Buy	865 +92	+12%	+$4.09K	0.03%	299
2019 Q4	$32.2K	Buy	+773	New	+$27.4K	0.02%	433

Other funds holding SHEN

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

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

Sutton Wealth Advisors sold out of Shenandoah Telecom (SHEN) in Q1 2023, closing a stake of 935 shares — an estimated $14.8K sold.

Sutton Wealth Advisors first reported a position in SHEN in Q4 2019 and held it in 11 quarters. The position peaked at $47.2K in Q1 2022. 127 funds tracked by Wall St. Rank hold SHEN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Shenandoah Telecom position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 935 Shenandoah Telecom shares in Q1 2023, an estimated $14.8K.
Sutton Wealth Advisors first reported a position in Shenandoah Telecom in Q4 2019 and held it in 11 quarters.
Sutton Wealth Advisors's Shenandoah Telecom position peaked at $47.2K in Q1 2022.
127 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2023.

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