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	–	1483
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	–	1282
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Trueblue (TBI) in Q1 2023, closing a stake of 751 shares — an estimated $14.7K sold.

Sutton Wealth Advisors first reported a position in TBI in Q1 2016 and held it in 22 quarters. The position peaked at $20.9K in Q4 2017. 156 funds tracked by Wall St. Rank hold TBI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Trueblue position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 751 Trueblue shares in Q1 2023, an estimated $14.7K.
Sutton Wealth Advisors first reported a position in Trueblue in Q1 2016 and held it in 22 quarters.
Sutton Wealth Advisors's Trueblue position peaked at $20.9K in Q4 2017.
156 funds tracked by Wall St. Rank held Trueblue as of Q1 2023.

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