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Sutton Wealth Advisors’s United Fire Group UFCS Stock Holding History

Sutton Wealth Advisors’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-478
Closed -$13.1K – 1525
2022
Q4 		$13.1K Hold
478
– – 0.01% 845
2022
Q3 		$13.7K Hold
478
– – 0.01% 791
2022
Q2 		$16.4K Hold
478
– – 0.01% 739
2022
Q1 		$14.9K Hold
478
– – 0.01% 815
2021
Q4 		$11.1K Buy
478
+66
+16% +$1.48K ﹤0.01% 901
2021
Q3 		$9.52K Buy
412
+52
+14% +$1.3K ﹤0.01% 929
2021
Q2 		$9.98K Hold
360
– – ﹤0.01% 916
2021
Q1 		$12.5K Hold
360
– – ﹤0.01% 809
2020
Q4 		$9.04K Hold
360
– – ﹤0.01% 840
2020
Q3 		$7.32K Buy
+360
New +$9.01K ﹤0.01% 817
2020
Q2 		– Sell
-275
Closed -$8.97K – 1287
2020
Q1 		$8.97K Sell
275
-69
-20% -$2.8K 0.01% 682
2019
Q4 		$15K Buy
344
+69
+25% +$3.08K 0.01% 708
2019
Q3 		$12.9K Hold
275
– – 0.01% 716
2019
Q2 		$13.3K Hold
275
– – 0.01% 702
2019
Q1 		$12K Hold
275
– – 0.01% 741
2018
Q4 		$15.2K Sell
275
-294
-52% -$15.1K 0.01% 614
2018
Q3 		$28.9K Hold
569
– – 0.02% 454
2018
Q2 		$31K Buy
569
+294
+107% +$15.3K 0.02% 423
2018
Q1 		$13.2K Hold
275
– – 0.01% 721
2017
Q4 		$12.5K Hold
275
– – 0.01% 715
2017
Q3 		$12.6K Hold
275
– – 0.01% 703
2017
Q2 		$12.1K Hold
275
– – 0.01% 699
2017
Q1 		$11.8K Hold
275
– – 0.01% 672
2016
Q4 		$13.5K Hold
275
– – 0.01% 612
2016
Q3 		$11.6K Hold
275
– – 0.01% 623
2016
Q2 		$11.7K Hold
275
– – 0.01% 585
2016
Q1 		$12.1K Buy
+275
New +$10.8K 0.01% 562

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of United Fire Group (UFCS) in Q1 2023, closing a stake of 478 shares — an estimated $13.1K sold.

Sutton Wealth Advisors first reported a position in UFCS in Q1 2016 and held it in 27 quarters. The position peaked at $31K in Q2 2018. 122 funds tracked by Wall St. Rank hold UFCS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining United Fire Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 478 United Fire Group shares in Q1 2023, an estimated $13.1K.
  • Sutton Wealth Advisors first reported a position in United Fire Group in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's United Fire Group position peaked at $31K in Q2 2018.
  • 122 funds tracked by Wall St. Rank held United Fire Group as of Q1 2023.

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