Sutton Wealth Advisors Inc.

SEC CIK: 0001999828
Latest filing: Nov 8, 2023

SEC filings (opens in a new tab)

CUBI holding history

Customers Bancorp, 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.

CUBI overview All 13F holders of CUBI Full Q3 2023 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of CUBI by Sutton Wealth Advisors Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−524−100.0%	Sold out	Holders
Q2 2022	524	$17.8K	<0.1%	+524	New	Holders
Q1 2022	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q4 2021	7	$458	<0.1%	+7	New	Holders