Sutton Wealth Advisors’s SPI Energy Co., Ltd. Ordinary Shares SPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-100	Closed	-$140	–	893
2023 Q2	$140	Hold	100	–	–	﹤0.01%	839
2023 Q1	$120	Hold	100	–	–	﹤0.01%	793
2022 Q4	$86	Hold	100	–	–	﹤0.01%	1646
2022 Q3	$131	Buy	+100	New	+$180	﹤0.01%	1578
2022 Q1	–	Sell	-40	Closed	-$144	–	1757
2021 Q4	$144	Hold	40	–	–	﹤0.01%	1653
2021 Q3	$201	Buy	+40	New	+$220	﹤0.01%	1297

Other funds holding SPI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Sutton Wealth Advisors's SPI Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of SPI Energy Co., Ltd. Ordinary Shares (SPI) in Q3 2023, closing a stake of 100 shares — an estimated $140 sold.

Sutton Wealth Advisors first reported a position in SPI in Q3 2021 and held it in 6 quarters. The position peaked at $201 in Q3 2021. 18 funds tracked by Wall St. Rank hold SPI as of Q3 2023.

Sutton Wealth Advisors reported no remaining SPI Energy Co., Ltd. Ordinary Shares position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 100 SPI Energy Co., Ltd. Ordinary Shares shares in Q3 2023, an estimated $140.
Sutton Wealth Advisors first reported a position in SPI Energy Co., Ltd. Ordinary Shares in Q3 2021 and held it in 6 quarters.
Sutton Wealth Advisors's SPI Energy Co., Ltd. Ordinary Shares position peaked at $201 in Q3 2021.
18 funds tracked by Wall St. Rank held SPI Energy Co., Ltd. Ordinary Shares as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.