Sutton Wealth Advisors’s SelectQuote SLQT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,576	Closed	-$13.8K	–	1712
2022 Q2	$13.8K	Buy	5,576 +57	+1%	+$146	0.01%	796
2022 Q1	$15.4K	Buy	+5,519	New	+$26.6K	0.01%	803
2021 Q4	–	Sell	-1,764	Closed	-$22.8K	–	1692
2021 Q3	$22.8K	Buy	1,764 +1,186	+205%	+$17.9K	0.01%	657
2021 Q2	$11.1K	Buy	+578	New	+$14.4K	﹤0.01%	884

Other funds holding SLQT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BEP

Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

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

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Sutton Wealth Advisors's SLQT Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of SelectQuote (SLQT) in Q3 2022, closing a stake of 5,576 shares — an estimated $13.8K sold.

Sutton Wealth Advisors first reported a position in SLQT in Q2 2021 and held it in 4 quarters. The position peaked at $22.8K in Q3 2021. 161 funds tracked by Wall St. Rank hold SLQT as of Q3 2022.

Sutton Wealth Advisors reported no remaining SelectQuote position as of Q3 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 5,576 SelectQuote shares in Q3 2022, an estimated $13.8K.
Sutton Wealth Advisors first reported a position in SelectQuote in Q2 2021 and held it in 4 quarters.
Sutton Wealth Advisors's SelectQuote position peaked at $22.8K in Q3 2021.
161 funds tracked by Wall St. Rank held SelectQuote as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.