SWA
X

Sutton Wealth Advisors’s US Steel X Stock Holding History

Sutton Wealth Advisors’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,066
Closed -$76.8K – 1583
2022
Q4 		$76.8K Buy
3,066
+23
+0.8% +$530 0.03% 293
2022
Q3 		$55.1K Sell
3,043
-30
-1% -$641 0.02% 359
2022
Q2 		$55K Hold
3,073
– – 0.02% 356
2022
Q1 		$116K Hold
3,073
– – 0.04% 228
2021
Q4 		$73.2K Buy
3,073
+30
+1% +$707 0.02% 316
2021
Q3 		$66.9K Hold
3,043
– – 0.02% 324
2021
Q2 		$73K Hold
3,043
– – 0.03% 304
2021
Q1 		$79.6K Hold
3,043
– – 0.03% 274
2020
Q4 		$51K Hold
3,043
– – 0.02% 342
2020
Q3 		$22.3K Hold
3,043
– – 0.01% 511
2020
Q2 		$22K Buy
+3,043
New +$23.7K 0.01% 504
2019
Q2 		– Sell
-1,635
Closed -$31.9K – 1232
2019
Q1 		$31.9K Buy
+1,635
New +$34.8K 0.02% 424
2016
Q3 		– Sell
-393
Closed -$6.63K – 1070
2016
Q2 		$6.63K Buy
+393
New +$6.6K 0.01% 722

Other funds holding X

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return