SWA
WNC icon

Sutton Wealth Advisors’s Wabash National WNC Stock Holding History

Sutton Wealth Advisors’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,306
Closed -$52.1K – 1570
2022
Q4 		$52.1K Sell
2,306
-318
-12% -$6.9K 0.02% 379
2022
Q3 		$40.8K Hold
2,624
– – 0.02% 423
2022
Q2 		$35.6K Buy
2,624
+8
+0.3% +$115 0.01% 477
2022
Q1 		$38.8K Sell
2,616
-17
-0.6% -$300 0.01% 489
2021
Q4 		$51.4K Buy
2,633
+17
+0.6% +$296 0.02% 404
2021
Q3 		$39.6K Hold
2,616
– – 0.01% 465
2021
Q2 		$41.9K Hold
2,616
– – 0.02% 457
2021
Q1 		$49.2K Hold
2,616
– – 0.02% 396
2020
Q4 		$45.1K Hold
2,616
– – 0.02% 386
2020
Q3 		$31.3K Hold
2,616
– – 0.02% 424
2020
Q2 		$27.8K Hold
2,616
– – 0.01% 444
2020
Q1 		$18.9K Buy
2,616
+1,592
+155% +$17.8K 0.01% 494
2019
Q4 		$15K Hold
1,024
– – 0.01% 709
2019
Q3 		$14.9K Hold
1,024
– – 0.01% 683
2019
Q2 		$16.7K Hold
1,024
– – 0.01% 633
2019
Q1 		$13.9K Hold
1,024
– – 0.01% 695
2018
Q4 		$13.4K Buy
+1,024
New +$15.1K 0.01% 665
2017
Q4 		– Sell
-642
Closed -$14.7K – 1115
2017
Q3 		$14.7K Hold
642
– – 0.01% 646
2017
Q2 		$14.1K Buy
+642
New +$13.6K 0.01% 654

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Wabash National (WNC) in Q1 2023, closing a stake of 2,306 shares — an estimated $52.1K sold.

Sutton Wealth Advisors first reported a position in WNC in Q2 2017 and held it in 19 quarters. The position peaked at $52.1K in Q4 2022. 225 funds tracked by Wall St. Rank hold WNC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Wabash National position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,306 Wabash National shares in Q1 2023, an estimated $52.1K.
  • Sutton Wealth Advisors first reported a position in Wabash National in Q2 2017 and held it in 19 quarters.
  • Sutton Wealth Advisors's Wabash National position peaked at $52.1K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Wabash National as of Q1 2023.

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