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Sutton Wealth Advisors’s Stewart Information Services STC Stock Holding History

Sutton Wealth Advisors’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.91K Hold
135
– – ﹤0.01% 561
2023
Q2 		$5.55K Hold
135
– – ﹤0.01% 548
2023
Q1 		$5.45K Sell
135
-188
-58% -$8.23K ﹤0.01% 504
2022
Q4 		$13.8K Buy
323
+31
+11% +$1.3K 0.01% 833
2022
Q3 		$12.7K Sell
292
-192
-40% -$9.81K 0.01% 820
2022
Q2 		$24.1K Buy
484
+13
+3% +$697 0.01% 604
2022
Q1 		$28.5K Sell
471
-6
-1% -$417 0.01% 591
2021
Q4 		$38K Buy
477
+6
+1% +$441 0.01% 502
2021
Q3 		$29.8K Hold
471
– – 0.01% 567
2021
Q2 		$26.7K Buy
471
+179
+61% +$10.4K 0.01% 616
2021
Q1 		$15.2K Hold
292
– – 0.01% 756
2020
Q4 		$14.1K Hold
292
– – 0.01% 708
2020
Q3 		$12.8K Hold
292
– – 0.01% 670
2020
Q2 		$9.49K Sell
292
-113
-28% -$3.4K 0.01% 720
2020
Q1 		$10.8K Sell
405
-338
-45% -$12.4K 0.01% 632
2019
Q4 		$30.3K Hold
743
– – 0.02% 451
2019
Q3 		$28.8K Hold
743
– – 0.02% 463
2019
Q2 		$30.1K Hold
743
– – 0.02% 455
2019
Q1 		$31.7K Hold
743
– – 0.02% 425
2018
Q4 		$30.8K Hold
743
– – 0.02% 385
2018
Q3 		$33.4K Hold
743
– – 0.02% 406
2018
Q2 		$32K Hold
743
– – 0.02% 410
2018
Q1 		$32.6K Hold
743
– – 0.02% 393
2017
Q4 		$31.4K Buy
743
+338
+83% +$13.3K 0.02% 396
2017
Q3 		$15.3K Sell
405
-32
-7% -$1.25K 0.01% 634
2017
Q2 		$19.8K Buy
437
+32
+8% +$1.44K 0.02% 530
2017
Q1 		$17.9K Hold
405
– – 0.02% 553
2016
Q4 		$18.7K Hold
405
– – 0.02% 519
2016
Q3 		$18K Hold
405
– – 0.02% 488
2016
Q2 		$16.8K Hold
405
– – 0.02% 492
2016
Q1 		$14.7K Buy
+405
New +$13.7K 0.01% 514

Other funds holding STC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Sutton Wealth Advisors held its Stewart Information Services (STC) position steady in Q3 2023 at 135 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Sutton Wealth Advisors first reported a position in STC in Q1 2016 and has held it in 31 quarters since. The position peaked at $38K in Q4 2021. 187 funds tracked by Wall St. Rank hold STC as of Q3 2023.

  • Sutton Wealth Advisors held 135 shares of Stewart Information Services worth $5.91K as of Q3 2023.
  • Sutton Wealth Advisors left its Stewart Information Services share count unchanged in Q3 2023.
  • Stewart Information Services made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #561 holding.
  • Sutton Wealth Advisors first reported a position in Stewart Information Services in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Stewart Information Services position peaked at $38K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2023.

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