Sutton Wealth Advisors Inc.

SEC CIK: 0001999828
Latest filing: Nov 8, 2023

SEC filings (opens in a new tab)

FRSH holding history

Freshworks 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.

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

Shares (Q3 2023): 7
Value: $139
% of portfolio: <0.1%
Quarters held: 5; Since Q3 2022

Holdings of FRSH by Sutton Wealth Advisors Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	7	$139	<0.1%	00.0%	Unchanged	Holders
Q2 2023	7	$123	<0.1%	00.0%	Unchanged	Holders
Q1 2023	7	$108	<0.1%	+2+40.0%	Added	Holders
Q4 2022	5	$74	<0.1%	+4+400.0%	Added	Holders
Q3 2022	1	$13	<0.1%	+1	New	Holders