Sutton Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.19K	Hold	95	–	–	﹤0.01%	653
2023 Q2	$3.74K	Hold	95	–	–	﹤0.01%	610
2023 Q1	$3.79K	Sell	95 -8	-8%	-$331	﹤0.01%	558
2022 Q4	$4.11K	Buy	103 +5	+5%	+$195	﹤0.01%	1126
2022 Q3	$3.54K	Buy	98 +3	+3%	+$124	﹤0.01%	1121
2022 Q2	$3.59K	Sell	95 -16	-14%	-$674	﹤0.01%	1104
2022 Q1	$5.11K	Hold	111	–	–	﹤0.01%	1084
2021 Q4	$5.35K	Buy	111 +16	+17%	+$762	﹤0.01%	1059
2021 Q3	$4.37K	Hold	95	–	–	﹤0.01%	1073
2021 Q2	$4.54K	Hold	95	–	–	﹤0.01%	1060
2021 Q1	$4.04K	Hold	95	–	–	﹤0.01%	1048
2020 Q4	$3.82K	Hold	95	–	–	﹤0.01%	1020
2020 Q3	$3.21K	Hold	95	–	–	﹤0.01%	1021
2020 Q2	$3.31K	Buy	95 +51	+116%	+$1.54K	﹤0.01%	992
2020 Q1	$1.15K	Buy	44 +21	+91%	+$950	﹤0.01%	1082
2019 Q4	$1.13K	Hold	23	–	–	﹤0.01%	1107
2019 Q3	$1.1K	Hold	23	–	–	﹤0.01%	1105
2019 Q2	$981	Hold	23	–	–	﹤0.01%	1099
2019 Q1	$914	Hold	23	–	–	﹤0.01%	1117
2018 Q4	$811	Hold	23	–	–	﹤0.01%	1056
2018 Q3	$935	Hold	23	–	–	﹤0.01%	1045
2018 Q2	$931	Sell	23 -3	-12%	-$114	﹤0.01%	1060
2018 Q1	$900	Sell	26 -271	-91%	-$9.67K	﹤0.01%	1055
2017 Q4	$11.4K	Buy	297 +271	+1,042%	+$10.3K	0.01%	739
2017 Q3	$994	Buy	+26	New	+$960	﹤0.01%	999
2017 Q2	–	Sell	-640	Closed	-$29.1K	–	1110
2017 Q1	$29.1K	Buy	+640	New	+$30.5K	0.02%	379
2016 Q4	–	Sell	-194	Closed	-$11.6K	–	1084
2016 Q3	$11.6K	Hold	194	–	–	0.01%	625
2016 Q2	$11.1K	Buy	+194	New	+$10.1K	0.01%	601

Other funds holding SRC

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Sutton Wealth Advisors held its SPIRIT REALTY CAPITAL, INC. (SRC) position steady in Q3 2023 at 95 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Sutton Wealth Advisors first reported a position in SRC in Q2 2016 and has held it in 28 quarters since. The position peaked at $29.1K in Q1 2017. 331 funds tracked by Wall St. Rank hold SRC as of Q3 2023.

Sutton Wealth Advisors held 95 shares of SPIRIT REALTY CAPITAL, INC. worth $3.19K as of Q3 2023.
Sutton Wealth Advisors left its SPIRIT REALTY CAPITAL, INC. share count unchanged in Q3 2023.
SPIRIT REALTY CAPITAL, INC. made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #653 holding.
Sutton Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2016 and has held it in 28 quarters since.
Sutton Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $29.1K in Q1 2017.
331 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2023.

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