Sutton Wealth Advisors’s Westamerica Bancorp WABC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-708	Closed	-$41.8K	–	1560
2022 Q4	$41.8K	Sell	708 -1	-0.1%	-$59	0.02%	441
2022 Q3	$37.1K	Buy	709 +11	+2%	+$627	0.02%	455
2022 Q2	$38.9K	Hold	698	–	–	0.02%	450
2022 Q1	$42.2K	Hold	698	–	–	0.01%	460
2021 Q4	$40.3K	Buy	698 +4	+0.6%	+$225	0.01%	486
2021 Q3	$39K	Hold	694	–	–	0.01%	471
2021 Q2	$40.3K	Hold	694	–	–	0.01%	469
2021 Q1	$43.6K	Hold	694	–	–	0.02%	428
2020 Q4	$38.4K	Hold	694	–	–	0.02%	429
2020 Q3	$37.7K	Hold	694	–	–	0.02%	363
2020 Q2	$39.8K	Hold	694	–	–	0.02%	352
2020 Q1	$40.8K	Buy	694 +104	+18%	+$6.46K	0.03%	306
2019 Q4	$40K	Hold	590	–	–	0.02%	371
2019 Q3	$36.7K	Hold	590	–	–	0.02%	390
2019 Q2	$36.4K	Hold	590	–	–	0.02%	391
2019 Q1	$36.5K	Hold	590	–	–	0.02%	382
2018 Q4	$32.9K	Hold	590	–	–	0.02%	368
2018 Q3	$35.5K	Hold	590	–	–	0.02%	382
2018 Q2	$33.3K	Hold	590	–	–	0.02%	396
2018 Q1	$34.3K	Hold	590	–	–	0.02%	380
2017 Q4	$35.1K	Hold	590	–	–	0.03%	367
2017 Q3	$35.1K	Hold	590	–	–	0.03%	360
2017 Q2	$33.1K	Hold	590	–	–	0.03%	358
2017 Q1	$32.9K	Hold	590	–	–	0.03%	356
2016 Q4	$37.1K	Hold	590	–	–	0.03%	319
2016 Q3	$30K	Hold	590	–	–	0.03%	353
2016 Q2	$29.1K	Hold	590	–	–	0.03%	343
2016 Q1	$28.7K	Buy	+590	New	+$26.9K	0.03%	346

Other funds holding WABC

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

PCM

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

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

Sutton Wealth Advisors sold out of Westamerica Bancorp (WABC) in Q1 2023, closing a stake of 708 shares — an estimated $41.8K sold.

Sutton Wealth Advisors first reported a position in WABC in Q1 2016 and held it in 28 quarters. The position peaked at $43.6K in Q1 2021. 191 funds tracked by Wall St. Rank hold WABC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Westamerica Bancorp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 708 Westamerica Bancorp shares in Q1 2023, an estimated $41.8K.
Sutton Wealth Advisors first reported a position in Westamerica Bancorp in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Westamerica Bancorp position peaked at $43.6K in Q1 2021.
191 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2023.

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