Sutton Wealth Advisors’s Treehouse Foods THS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-567	Closed	-$28K	–	1497
2022 Q4	$28K	Hold	567	–	–	0.01%	571
2022 Q3	$24.1K	Buy	567 +182	+47%	+$8.16K	0.01%	607
2022 Q2	$16.1K	Sell	385 -666	-63%	-$24.4K	0.01%	744
2022 Q1	$33.9K	Buy	1,051 +289	+38%	+$10.9K	0.01%	530
2021 Q4	$30.9K	Hold	762	–	–	0.01%	566
2021 Q3	$30.4K	Buy	762 +732	+2,440%	+$29.9K	0.01%	552
2021 Q2	$1.34K	Hold	30	–	–	﹤0.01%	1203
2021 Q1	$1.57K	Hold	30	–	–	﹤0.01%	1168
2020 Q4	$1.27K	Hold	30	–	–	﹤0.01%	1159
2020 Q3	$1.22K	Hold	30	–	–	﹤0.01%	1118
2020 Q2	$1.31K	Hold	30	–	–	﹤0.01%	1099
2020 Q1	$1.32K	Buy	30 +17	+131%	+$732	﹤0.01%	1076
2019 Q4	$631	Hold	13	–	–	﹤0.01%	1141
2019 Q3	$721	Hold	13	–	–	﹤0.01%	1136
2019 Q2	$703	Sell	13 -1,657	-99%	-$96.7K	﹤0.01%	1126
2019 Q1	$108K	Buy	1,670 +1,657	+12,746%	+$97.7K	0.06%	197
2018 Q4	$659	Hold	13	–	–	﹤0.01%	1070
2018 Q3	$622	Hold	13	–	–	﹤0.01%	1074
2018 Q2	$683	Buy	+13	New	+$589	﹤0.01%	1075

Other funds holding THS

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Jana Partners New York $1.34B AUM 4.95% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Treehouse Foods (THS) in Q1 2023, closing a stake of 567 shares — an estimated $28K sold.

Sutton Wealth Advisors first reported a position in THS in Q2 2018 and held it in 19 quarters. The position peaked at $108K in Q1 2019. 238 funds tracked by Wall St. Rank hold THS as of Q1 2023.

Sutton Wealth Advisors reported no remaining Treehouse Foods position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 567 Treehouse Foods shares in Q1 2023, an estimated $28K.
Sutton Wealth Advisors first reported a position in Treehouse Foods in Q2 2018 and held it in 19 quarters.
Sutton Wealth Advisors's Treehouse Foods position peaked at $108K in Q1 2019.
238 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2023.

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