Sutton Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1	Closed	-$123	–	888
2023 Q2	$123	Hold	1	–	–	﹤0.01%	844
2023 Q1	$135	Sell	1 -8	-89%	-$1.19K	﹤0.01%	791
2022 Q4	$1.21K	Hold	9	–	–	﹤0.01%	1279
2022 Q3	$1.1K	Buy	9 +7	+350%	+$950	﹤0.01%	1269
2022 Q2	$232	Hold	2	–	–	﹤0.01%	1565
2022 Q1	$315	Sell	2 -4	-67%	-$643	﹤0.01%	1536
2021 Q4	$1.01K	Buy	6 +5	+500%	+$803	﹤0.01%	1327
2021 Q3	$157	Hold	1	–	–	﹤0.01%	1302
2021 Q2	$159	Hold	1	–	–	﹤0.01%	1277
2021 Q1	$174	Hold	1	–	–	﹤0.01%	1246
2020 Q4	$137	Hold	1	–	–	﹤0.01%	1224
2020 Q3	$91	Hold	1	–	–	﹤0.01%	1211
2020 Q2	$82	Hold	1	–	–	﹤0.01%	1194
2020 Q1	$56	Hold	1	–	–	﹤0.01%	1193
2019 Q4	$129	Hold	1	–	–	﹤0.01%	1160
2019 Q3	$104	Hold	1	–	–	﹤0.01%	1171
2019 Q2	$96	Hold	1	–	–	﹤0.01%	1157
2019 Q1	$94	Hold	1	–	–	﹤0.01%	1165
2018 Q4	$71	Sell	1 -285	-100%	-$23.7K	﹤0.01%	1126
2018 Q3	$32K	Hold	286	–	–	0.02%	416
2018 Q2	$32.3K	Hold	286	–	–	0.02%	406
2018 Q1	$38.1K	Hold	286	–	–	0.03%	346
2017 Q4	$38.7K	Hold	286	–	–	0.03%	344
2017 Q3	$35.6K	Hold	286	–	–	0.03%	356
2017 Q2	$33.7K	Buy	286 +59	+26%	+$6.66K	0.03%	353
2017 Q1	$22.7K	Hold	227	–	–	0.02%	471
2016 Q4	$19.3K	Hold	227	–	–	0.02%	509
2016 Q3	$16.6K	Hold	227	–	–	0.02%	514
2016 Q2	$15.5K	Buy	227 +226	+22,600%	+$14.2K	0.01%	511
2016 Q1	$68	Buy	+1	New	+$57	﹤0.01%	1010

Other funds holding VAC

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Sutton Wealth Advisors's VAC Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Marriott Vacations Worldwide (VAC) in Q3 2023, closing a stake of 1 share — an estimated $123 sold.

Sutton Wealth Advisors first reported a position in VAC in Q1 2016 and held it in 30 quarters. The position peaked at $38.7K in Q4 2017. 334 funds tracked by Wall St. Rank hold VAC as of Q3 2023.

Sutton Wealth Advisors reported no remaining Marriott Vacations Worldwide position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1 Marriott Vacations Worldwide share in Q3 2023, an estimated $123.
Sutton Wealth Advisors first reported a position in Marriott Vacations Worldwide in Q1 2016 and held it in 30 quarters.
Sutton Wealth Advisors's Marriott Vacations Worldwide position peaked at $38.7K in Q4 2017.
334 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.