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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

SWBI holding history

Smith & Wesson Brands, 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.

SWBI overviewAll 13F holders of SWBIFull Q3 2023 holdings

Shares (Q3 2023)
9
Value
$117
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of SWBI by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20239$117<0.1%00.0%UnchangedHolders
Q2 20239$118<0.1%00.0%UnchangedHolders
Q1 20239$111<0.1%00.0%UnchangedHolders
Q4 20229$78<0.1%00.0%UnchangedHolders
Q3 20229$94<0.1%00.0%UnchangedHolders
Q2 20229$119<0.1%00.0%UnchangedHolders
Q1 20229$137<0.1%+9NewHolders
Q4 20210$00.0%0Sold outHolders
Q3 20210$1<0.1%−10−100.0%ReducedHolders
Q2 202110$349<0.1%00.0%UnchangedHolders
Q1 202110$175<0.1%––Holders

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