Sutton Wealth Advisors Inc.

SEC CIK: 0001999828
Latest filing: Nov 8, 2023

SEC filings (opens in a new tab)

TRHC holding history

Tabula Rasa HealthCare, 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.

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

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of TRHC by Sutton Wealth Advisors Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−9−100.0%	Sold out	Holders
Q4 2021	9	$135	<0.1%	+9	New	Holders
Q3 2021	0	$0	0.0%	−283−100.0%	Sold out	Holders
Q2 2021	283	$14.2K	<0.1%	−1−0.4%	Reduced	Holders
Q1 2021	284	$13.1K	<0.1%	–	–	Holders

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