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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEIS overviewAll 13F holders of AEISFull Q3 2023 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of AEIS by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−906−100.0%Sold outHolders
Q4 2022906$77.7K<0.1%00.0%UnchangedHolders
Q3 2022906$70.1K<0.1%−2−0.2%ReducedHolders
Q2 2022908$66.3K<0.1%−1−0.1%ReducedHolders
Q1 2022909$78.2K<0.1%+5+0.6%AddedHolders
Q4 2021904$82.3K<0.1%+10+1.1%AddedHolders
Q3 2021894$78.4K<0.1%00.0%UnchangedHolders
Q2 2021894$100.8K<0.1%00.0%UnchangedHolders
Q1 2021894$97.6K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.