Sutton Wealth Advisors’s TruBridge TBRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-195	Closed	-$5.31K	–	1595
2022 Q4	$5.31K	Hold	195	–	–	﹤0.01%	1088
2022 Q3	$5.44K	Hold	195	–	–	﹤0.01%	1055
2022 Q2	$6.23K	Hold	195	–	–	﹤0.01%	1029
2022 Q1	$6.72K	Buy	195 +5	+3%	+$153	﹤0.01%	1042
2021 Q4	$5.57K	Hold	190	–	–	﹤0.01%	1051
2021 Q3	$6.74K	Hold	190	–	–	﹤0.01%	1012
2021 Q2	$6.31K	Hold	190	–	–	﹤0.01%	1009
2021 Q1	$5.81K	Hold	190	–	–	﹤0.01%	989
2020 Q4	$5.1K	Hold	190	–	–	﹤0.01%	973
2020 Q3	$5.25K	Hold	190	–	–	﹤0.01%	918
2020 Q2	$4.33K	Hold	190	–	–	﹤0.01%	944
2020 Q1	$4.23K	Buy	+190	New	+$4.88K	﹤0.01%	874
2019 Q3	–	Sell	-616	Closed	-$17.1K	–	1222
2019 Q2	$17.1K	Hold	616	–	–	0.01%	628
2019 Q1	$18.3K	Hold	616	–	–	0.01%	608
2018 Q4	$15.5K	Hold	616	–	–	0.01%	610
2018 Q3	$16.5K	Hold	616	–	–	0.01%	657
2018 Q2	$20.3K	Hold	616	–	–	0.01%	585
2018 Q1	$18K	Hold	616	–	–	0.01%	613
2017 Q4	$18.5K	Hold	616	–	–	0.01%	581
2017 Q3	$18.2K	Hold	616	–	–	0.01%	575
2017 Q2	$20.2K	Hold	616	–	–	0.02%	524
2017 Q1	$17.2K	Buy	+616	New	+$15.5K	0.01%	567
2016 Q4	–	Sell	-447	Closed	-$11.6K	–	1083
2016 Q3	$11.6K	Buy	+447	New	+$14K	0.01%	622
2016 Q2	–	Sell	-111	Closed	-$5.79K	–	1070
2016 Q1	$5.79K	Buy	+111	New	+$5.88K	0.01%	714

Other funds holding TBRG

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BCM

Boone Capital Management Atlanta, Georgia $326M AUM 86.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of TruBridge (TBRG) in Q1 2023, closing a stake of 195 shares — an estimated $5.31K sold.

Sutton Wealth Advisors first reported a position in TBRG in Q1 2016 and held it in 24 quarters. The position peaked at $20.3K in Q2 2018. 146 funds tracked by Wall St. Rank hold TBRG as of Q1 2023.

Sutton Wealth Advisors reported no remaining TruBridge position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 195 TruBridge shares in Q1 2023, an estimated $5.31K.
Sutton Wealth Advisors first reported a position in TruBridge in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's TruBridge position peaked at $20.3K in Q2 2018.
146 funds tracked by Wall St. Rank held TruBridge as of Q1 2023.

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