Sutton Wealth Advisors’s Team TISI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-74	Closed	-$4.11K	–	1251
2020 Q2	$4.11K	Buy	+74	New	+$4.09K	﹤0.01%	960
2020 Q1	–	Sell	-85	Closed	-$13.6K	–	1258
2019 Q4	$13.6K	Hold	85	–	–	0.01%	742
2019 Q3	$15.3K	Hold	85	–	–	0.01%	671
2019 Q2	$13K	Hold	85	–	–	0.01%	709
2019 Q1	$14.9K	Sell	85 -3	-3%	-$475	0.01%	673
2018 Q4	$12.9K	Hold	88	–	–	0.01%	671
2018 Q3	$19.8K	Hold	88	–	–	0.01%	588
2018 Q2	$20.4K	Hold	88	–	–	0.01%	583
2018 Q1	$12.1K	Hold	88	–	–	0.01%	758
2017 Q4	$13.1K	Buy	88 +33	+60%	+$4.39K	0.01%	705
2017 Q3	$7.34K	Hold	55	–	–	0.01%	821
2017 Q2	$12.9K	Hold	55	–	–	0.01%	683
2017 Q1	$14.9K	Hold	55	–	–	0.01%	607
2016 Q4	$21.6K	Hold	55	–	–	0.02%	463
2016 Q3	$18K	Hold	55	–	–	0.02%	489
2016 Q2	$13.7K	Buy	+55	New	+$15.4K	0.01%	552

Other funds holding TISI

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

Sutton Wealth Advisors's TISI Position: Q3 2020 in Review

Sutton Wealth Advisors sold out of Team (TISI) in Q3 2020, closing a stake of 74 shares — an estimated $4.11K sold.

Sutton Wealth Advisors first reported a position in TISI in Q2 2016 and held it in 16 quarters. The position peaked at $21.6K in Q4 2016. 114 funds tracked by Wall St. Rank hold TISI as of Q3 2020.

Sutton Wealth Advisors reported no remaining Team position as of Q3 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 74 Team shares in Q3 2020, an estimated $4.11K.
Sutton Wealth Advisors first reported a position in Team in Q2 2016 and held it in 16 quarters.
Sutton Wealth Advisors's Team position peaked at $21.6K in Q4 2016.
114 funds tracked by Wall St. Rank held Team as of Q3 2020.

Based on Sutton Wealth Advisors's 13F filing for Q3 2020, filed 7 Nov 2023.