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	–	1463
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	–	1111
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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