Sutton Wealth Advisors’s SPS Commerce SPSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-728	Closed	-$93.5K	–	1462
2022 Q4	$93.5K	Hold	728	–	–	0.04%	259
2022 Q3	$90.4K	Hold	728	–	–	0.04%	261
2022 Q2	$82.3K	Buy	728 +2	+0.3%	+$226	0.03%	271
2022 Q1	$95.3K	Sell	726 -3	-0.4%	-$376	0.03%	258
2021 Q4	$104K	Buy	729 +9	+1%	+$1.35K	0.03%	253
2021 Q3	$116K	Hold	720	–	–	0.04%	235
2021 Q2	$71.9K	Hold	720	–	–	0.03%	307
2021 Q1	$71.5K	Hold	720	–	–	0.03%	301
2020 Q4	$78.2K	Hold	720	–	–	0.03%	258
2020 Q3	$56.1K	Hold	720	–	–	0.03%	287
2020 Q2	$54.1K	Hold	720	–	–	0.03%	285
2020 Q1	$33.5K	Hold	720	–	–	0.02%	347
2019 Q4	$39.9K	Hold	720	–	–	0.02%	374
2019 Q3	$33.9K	Hold	720	–	–	0.02%	412
2019 Q2	$36.8K	Hold	720	–	–	0.02%	382
2019 Q1	$38.2K	Hold	720	–	–	0.02%	375
2018 Q4	$29.7K	Hold	720	–	–	0.02%	400
2018 Q3	$35.7K	Hold	720	–	–	0.02%	378
2018 Q2	$26.5K	Hold	720	–	–	0.02%	488
2018 Q1	$23.1K	Buy	+720	New	+$20.4K	0.02%	516
2017 Q4	–	Sell	-458	Closed	-$13K	–	1110
2017 Q3	$13K	Hold	458	–	–	0.01%	696
2017 Q2	$14.6K	Buy	+458	New	+$13.6K	0.01%	648

Other funds holding SPSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of SPS Commerce (SPSC) in Q1 2023, closing a stake of 728 shares — an estimated $93.5K sold.

Sutton Wealth Advisors first reported a position in SPSC in Q2 2017 and held it in 22 quarters. The position peaked at $116K in Q3 2021. 361 funds tracked by Wall St. Rank hold SPSC as of Q1 2023.

Sutton Wealth Advisors reported no remaining SPS Commerce position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 728 SPS Commerce shares in Q1 2023, an estimated $93.5K.
Sutton Wealth Advisors first reported a position in SPS Commerce in Q2 2017 and held it in 22 quarters.
Sutton Wealth Advisors's SPS Commerce position peaked at $116K in Q3 2021.
361 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2023.

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