Sutton Wealth Advisors’s UNIFI UFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-292	Closed	-$3.37K	–	1288
2020 Q1	$3.37K	Sell	292 -80	-22%	-$1.64K	﹤0.01%	938
2019 Q4	$9.4K	Hold	372	–	–	﹤0.01%	837
2019 Q3	$8.15K	Hold	372	–	–	﹤0.01%	847
2019 Q2	$6.76K	Buy	+372	New	+$7.2K	﹤0.01%	861
2019 Q1	–	Sell	-245	Closed	-$5.6K	–	1225
2018 Q4	$5.6K	Sell	245 -249	-50%	-$6.29K	﹤0.01%	870
2018 Q3	$14K	Hold	494	–	–	0.01%	701
2018 Q2	$15.7K	Hold	494	–	–	0.01%	686
2018 Q1	$17.9K	Hold	494	–	–	0.01%	615
2017 Q4	$17.7K	Hold	494	–	–	0.01%	593
2017 Q3	$17.6K	Hold	494	–	–	0.01%	579
2017 Q2	$15.2K	Buy	494 +266	+117%	+$7.51K	0.01%	626
2017 Q1	$6.47K	Hold	228	–	–	0.01%	812
2016 Q4	$7.44K	Hold	228	–	–	0.01%	762
2016 Q3	$6.71K	Hold	228	–	–	0.01%	767
2016 Q2	$6.21K	Buy	+228	New	+$5.73K	0.01%	738

Other funds holding UFI

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

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Sutton Wealth Advisors's UFI Position: Q2 2020 in Review

Sutton Wealth Advisors sold out of UNIFI (UFI) in Q2 2020, closing a stake of 292 shares — an estimated $3.37K sold.

Sutton Wealth Advisors first reported a position in UFI in Q2 2016 and held it in 15 quarters. The position peaked at $17.9K in Q1 2018. 109 funds tracked by Wall St. Rank hold UFI as of Q2 2020.

Sutton Wealth Advisors reported no remaining UNIFI position as of Q2 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 292 UNIFI shares in Q2 2020, an estimated $3.37K.
Sutton Wealth Advisors first reported a position in UNIFI in Q2 2016 and held it in 15 quarters.
Sutton Wealth Advisors's UNIFI position peaked at $17.9K in Q1 2018.
109 funds tracked by Wall St. Rank held UNIFI as of Q2 2020.

Based on Sutton Wealth Advisors's 13F filing for Q2 2020, filed 7 Nov 2023.