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Sutton Wealth Advisors’s SITE Centers SITC Stock Holding History

Sutton Wealth Advisors’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,732
Closed -$18.5K – 1444
2022
Q4 		$18.5K Sell
1,732
-1,419
-45% -$13.9K 0.01% 727
2022
Q3 		$26.3K Buy
3,151
+1,423
+82% +$14.9K 0.01% 570
2022
Q2 		$18.2K Sell
1,728
-688
-28% -$8.12K 0.01% 710
2022
Q1 		$31.5K Hold
2,416
– – 0.01% 558
2021
Q4 		$29.8K Buy
2,416
+51
+2% +$640 0.01% 585
2021
Q3 		$28.5K Buy
2,365
+646
+38% +$7.83K 0.01% 583
2021
Q2 		$20.2K Hold
1,719
– – 0.01% 696
2021
Q1 		$18.2K Hold
1,719
– – 0.01% 700
2020
Q4 		$13.6K Sell
1,719
-700
-29% -$4.89K 0.01% 722
2020
Q3 		$13.6K Buy
+2,419
New +$14.3K 0.01% 654

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of SITE Centers (SITC) in Q1 2023, closing a stake of 1,732 shares — an estimated $18.5K sold.

Sutton Wealth Advisors first reported a position in SITC in Q3 2020 and held it in 10 quarters. The position peaked at $31.5K in Q1 2022. 235 funds tracked by Wall St. Rank hold SITC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining SITE Centers position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,732 SITE Centers shares in Q1 2023, an estimated $18.5K.
  • Sutton Wealth Advisors first reported a position in SITE Centers in Q3 2020 and held it in 10 quarters.
  • Sutton Wealth Advisors's SITE Centers position peaked at $31.5K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held SITE Centers as of Q1 2023.

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