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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

VTR holding history

Ventas, 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.

VTR overviewAll 13F holders of VTRFull Q3 2023 holdings

Shares (Q3 2023)
65
Value
$2.74K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of VTR by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202365$2.74K<0.1%+45+225.0%AddedHolders
Q2 202320$945<0.1%−13−39.4%ReducedHolders
Q1 202333$1.43K<0.1%−19−36.5%ReducedHolders
Q4 202252$2.34K<0.1%−35−40.2%ReducedHolders
Q3 202287$3.50K<0.1%+32+58.2%AddedHolders
Q2 202255$2.83K<0.1%00.0%UnchangedHolders
Q1 202255$3.40K<0.1%+3+5.8%AddedHolders
Q4 202152$2.66K<0.1%+20+62.5%AddedHolders
Q3 202132$1.77K<0.1%00.0%UnchangedHolders
Q2 202132$1.83K<0.1%00.0%UnchangedHolders
Q1 202132$1.71K<0.1%––Holders

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