Sutton Wealth Advisors’s Unisys UIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-29	Closed	-$219	–	1713
2022 Q3	$219	Sell	29 -1,035	-97%	-$11.1K	﹤0.01%	1552
2022 Q2	$12.8K	Sell	1,064 -52	-5%	-$733	0.01%	819
2022 Q1	$24.1K	Buy	1,116 +89	+9%	+$1.8K	0.01%	652
2021 Q4	$21.1K	Buy	1,027 +20	+2%	+$440	0.01%	679
2021 Q3	$25.3K	Hold	1,007	–	–	0.01%	622
2021 Q2	$25.5K	Hold	1,007	–	–	0.01%	630
2021 Q1	$25.6K	Hold	1,007	–	–	0.01%	599
2020 Q4	$19.8K	Hold	1,007	–	–	0.01%	619
2020 Q3	$10.7K	Hold	1,007	–	–	0.01%	718
2020 Q2	$11K	Hold	1,007	–	–	0.01%	685
2020 Q1	$12.4K	Buy	1,007 +211	+27%	+$2.7K	0.01%	597
2019 Q4	$9.44K	Sell	796 -150	-16%	-$1.5K	﹤0.01%	835
2019 Q3	$7.03K	Buy	+946	New	+$8.41K	﹤0.01%	872
2019 Q2	–	Sell	-1,020	Closed	-$11.9K	–	1214
2019 Q1	$11.9K	Buy	+1,020	New	+$13.2K	0.01%	745
2018 Q4	–	Sell	-791	Closed	-$16.1K	–	1188
2018 Q3	$16.1K	Buy	+791	New	+$13K	0.01%	665

Other funds holding UIS

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

Fidelity Investments

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

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

Neuberger Berman Group

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

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

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