SWA
TBI

Sutton Wealth Advisors’s Trueblue TBI Stock Holding History

Sutton Wealth Advisors’s Portfolio TBI Stock Details TBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-751
Closed -$14.7K – 1484
2022
Q4 		$14.7K Hold
751
– – 0.01% 816
2022
Q3 		$14.3K Hold
751
– – 0.01% 774
2022
Q2 		$13.4K Buy
751
+741
+7,410% +$17.4K 0.01% 805
2022
Q1 		$289 Hold
10
– – ﹤0.01% 1545
2021
Q4 		$277 Buy
+10
New +$283 ﹤0.01% 1607
2020
Q2 		– Sell
-346
Closed -$4.42K – 1283
2020
Q1 		$4.42K Sell
346
-415
-55% -$7.43K ﹤0.01% 849
2019
Q4 		$18.3K Hold
761
– – 0.01% 639
2019
Q3 		$16.1K Hold
761
– – 0.01% 657
2019
Q2 		$16.8K Hold
761
– – 0.01% 631
2019
Q1 		$18K Hold
761
– – 0.01% 615
2018
Q4 		$16.9K Hold
761
– – 0.01% 578
2018
Q3 		$19.8K Hold
761
– – 0.01% 587
2018
Q2 		$20.5K Hold
761
– – 0.01% 580
2018
Q1 		$19.7K Hold
761
– – 0.01% 574
2017
Q4 		$20.9K Hold
761
– – 0.02% 542
2017
Q3 		$17.1K Hold
761
– – 0.01% 588
2017
Q2 		$20.2K Hold
761
– – 0.02% 525
2017
Q1 		$20.8K Hold
761
– – 0.02% 504
2016
Q4 		$18.8K Hold
761
– – 0.02% 518
2016
Q3 		$17.2K Hold
761
– – 0.02% 505
2016
Q2 		$14.4K Buy
761
+290
+62% +$6.05K 0.01% 531
2016
Q1 		$12.3K Buy
+471
New +$10.9K 0.01% 555

Other funds holding TBI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return