SWA
STEL

Sutton Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Sutton Wealth Advisors’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-304
Closed -$8.96K – 1472
2022
Q4 		$8.96K Buy
304
+301
+10,033% +$9.32K ﹤0.01% 984
2022
Q3 		$88 Buy
+3
New +$90 ﹤0.01% 1623

Other funds holding STEL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Stellar Bancorp (STEL) in Q1 2023, closing a stake of 304 shares — an estimated $8.96K sold.

Sutton Wealth Advisors first reported a position in STEL in Q3 2022 and held it in 2 quarters. The position peaked at $8.96K in Q4 2022. 151 funds tracked by Wall St. Rank hold STEL as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Stellar Bancorp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 304 Stellar Bancorp shares in Q1 2023, an estimated $8.96K.
  • Sutton Wealth Advisors first reported a position in Stellar Bancorp in Q3 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Stellar Bancorp position peaked at $8.96K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2023.

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