SWA
Y

Sutton Wealth Advisors’s Alleghany Corp Y Stock Holding History

Sutton Wealth Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2
Closed -$1.68K – 1752
2022
Q3 		$1.68K Hold
2
– – ﹤0.01% 1205
2022
Q2 		$1.67K Hold
2
– – ﹤0.01% 1205
2022
Q1 		$1.69K Buy
2
+1
+100% +$693 ﹤0.01% 1228
2021
Q4 		$668 Buy
+1
New +$666 ﹤0.01% 1433

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return