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Advisornet Financial’s Sonic Automotive SAH Stock Holding History

Advisornet Financial’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$169 – 2443
2023
Q4 		$169 Sell
3
-1
-25% -$50 ﹤0.01% 2319
2023
Q3 		$191 Hold
4
– – ﹤0.01% 2146
2023
Q2 		$191 Buy
4
+1
+33% +$46 ﹤0.01% 2221
2023
Q1 		$163 Hold
3
– – ﹤0.01% 2279
2022
Q4 		$148 Buy
+3
New +$144 ﹤0.01% 2243

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisornet Financial's SAH Position: Q1 2024 in Review

Advisornet Financial sold out of Sonic Automotive (SAH) in Q1 2024, closing a stake of 3 shares — an estimated $169 sold.

Advisornet Financial first reported a position in SAH in Q4 2022 and held it in 5 quarters. The position peaked at $191 in Q3 2023. 184 funds tracked by Wall St. Rank hold SAH as of Q1 2024.

  • Advisornet Financial reported no remaining Sonic Automotive position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 3 Sonic Automotive shares in Q1 2024, an estimated $169.
  • Advisornet Financial first reported a position in Sonic Automotive in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Sonic Automotive position peaked at $191 in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.