SWA
SPNT icon

Sutton Wealth Advisors’s SiriusPoint SPNT Stock Holding History

Sutton Wealth Advisors’s Portfolio SPNT Stock Details SPNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,986
Closed -$17.6K – 1461
2022
Q4 		$17.6K Hold
2,986
– – 0.01% 744
2022
Q3 		$14.8K Buy
2,986
+2,931
+5,329% +$13.6K 0.01% 763
2022
Q2 		$298 Sell
55
-1,923
-97% -$11.5K ﹤0.01% 1541
2022
Q1 		$14.8K Buy
1,978
+1,944
+5,718% +$15.4K 0.01% 822
2021
Q4 		$276 Buy
+34
New +$299 ﹤0.01% 1608
2020
Q2 		– Sell
-594
Closed -$4.4K – 1278
2020
Q1 		$4.4K Sell
594
-1,146
-66% -$11K ﹤0.01% 854
2019
Q4 		$18.3K Hold
1,740
– – 0.01% 640
2019
Q3 		$17.4K Hold
1,740
– – 0.01% 626
2019
Q2 		$18K Hold
1,740
– – 0.01% 616
2019
Q1 		$18.1K Buy
+1,740
New +$18.5K 0.01% 614
2018
Q2 		– Sell
-1,583
Closed -$22.1K – 1157
2018
Q1 		$22.1K Buy
+1,583
New +$22.5K 0.02% 534

Other funds holding SPNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return