American Portfolios Advisors’s Saratoga Investment SAR Stock Holding History

American Portfolios Advisors’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$18.3K	Hold	880	–	–	﹤0.01%	2229
2022 Q2	$21.1K	Hold	880	–	–	﹤0.01%	2206
2022 Q1	$24K	Hold	880	–	–	﹤0.01%	2275
2021 Q4	$25.9K	Hold	880	–	–	﹤0.01%	2207
2021 Q3	$25.3K	Hold	880	–	–	﹤0.01%	2166
2021 Q2	$23.6K	Hold	880	–	–	﹤0.01%	2140
2021 Q1	$22.3K	Hold	880	–	–	﹤0.01%	2010
2020 Q4	$18.3K	Hold	880	–	–	﹤0.01%	1855
2020 Q3	$14.8K	Hold	880	–	–	﹤0.01%	1831
2020 Q2	$13.9K	Hold	880	–	–	﹤0.01%	1796
2020 Q1	$10.1K	Sell	880 -825	-48%	-$19K	﹤0.01%	1807
2019 Q4	$42.5K	Hold	1,705	–	–	﹤0.01%	1411
2019 Q3	$42.1K	Hold	1,705	–	–	﹤0.01%	1353
2019 Q2	$42.1K	Sell	1,705 -43	-2%	-$1.05K	﹤0.01%	1346
2019 Q1	$38.9K	Hold	1,748	–	–	﹤0.01%	1291
2018 Q4	$34.8K	Sell	1,748 -5	-0.3%	-$108	﹤0.01%	1163
2018 Q3	$40.5K	Buy	1,753 +408	+30%	+$9.95K	﹤0.01%	1203
2018 Q2	$37.2K	Buy	1,345 +5	+0.4%	+$111	0.01%	1189
2018 Q1	$27.9K	Sell	1,340 -1,502	-53%	-$32K	﹤0.01%	1263
2017 Q4	$63.6K	Buy	+2,842	New	+$63K	0.01%	899

Other funds holding SAR

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

American Portfolios Advisors's SAR Position: Q3 2022 in Review

American Portfolios Advisors held its Saratoga Investment (SAR) position steady in Q3 2022 at 880 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

American Portfolios Advisors first reported a position in SAR in Q4 2017 and has held it in 20 quarters since. The position peaked at $63.6K in Q4 2017. 48 funds tracked by Wall St. Rank hold SAR as of Q3 2022.

American Portfolios Advisors held 880 shares of Saratoga Investment worth $18.3K as of Q3 2022.
American Portfolios Advisors left its Saratoga Investment share count unchanged in Q3 2022.
Saratoga Investment made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2229 holding.
American Portfolios Advisors first reported a position in Saratoga Investment in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Saratoga Investment position peaked at $63.6K in Q4 2017.
48 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.