Sutton Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-10,030	Closed	-$23.7K	–	1160
2018 Q2	$23.7K	Buy	+10,030	New	+$21.9K	0.02%	534
2018 Q1	–	Sell	-8,270	Closed	-$17.3K	–	1148
2017 Q4	$17.3K	Buy	8,270 +3,250	+65%	+$6.98K	0.01%	597
2017 Q3	$11.1K	Hold	5,020	–	–	0.01%	744
2017 Q2	$12.4K	Hold	5,020	–	–	0.01%	692
2017 Q1	$12.7K	Hold	5,020	–	–	0.01%	649
2016 Q4	$14.1K	Hold	5,020	–	–	0.01%	601
2016 Q3	$11.7K	Buy	5,020 +870	+21%	+$1.94K	0.01%	621
2016 Q2	$10.3K	Hold	4,150	–	–	0.01%	620
2016 Q1	$14.1K	Buy	+4,150	New	+$12.4K	0.01%	528

Other funds holding SMCI

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SCM

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Sutton Wealth Advisors's SMCI Position: Q3 2018 in Review

Sutton Wealth Advisors sold out of Super Micro Computer (SMCI) in Q3 2018, closing a stake of 10,030 shares — an estimated $23.7K sold.

Sutton Wealth Advisors first reported a position in SMCI in Q1 2016 and held it in 9 quarters. The position peaked at $23.7K in Q2 2018. 34 funds tracked by Wall St. Rank hold SMCI as of Q3 2018.

Sutton Wealth Advisors reported no remaining Super Micro Computer position as of Q3 2018 after selling out during the quarter.
Sutton Wealth Advisors sold 10,030 Super Micro Computer shares in Q3 2018, an estimated $23.7K.
Sutton Wealth Advisors first reported a position in Super Micro Computer in Q1 2016 and held it in 9 quarters.
Sutton Wealth Advisors's Super Micro Computer position peaked at $23.7K in Q2 2018.
34 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2018.

Based on Sutton Wealth Advisors's 13F filing for Q3 2018, filed 6 Nov 2023.