Sutton Wealth Advisors Inc.
- SEC CIK
- 0001999828
- Latest filing
- Nov 8, 2023
FDS holding history
Factset Research Systems 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.
FDS overviewAll 13F holders of FDSFull Q3 2023 holdings
- Shares (Q3 2023)
- 4
- Value
- $1.75K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 4 | $1.75K | <0.1% | +4 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q4 2022 | 1 | $401 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 1 | $400 | <0.1% | +1 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −2−100.0% | Sold out | Holders |
| Q1 2022 | 2 | $868 | <0.1% | +2 | New | Holders |