Avantax Advisory Services’s Sonic Automotive SAH Stock Holding History

Avantax Advisory Services’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
2025 Q2	$293K	Buy	+3,668	New	+$247K	﹤0.01%	1921

Other funds holding SAH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avantax Advisory Services's SAH Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Sonic Automotive (SAH) in Q2 2025: 3,668 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #1921 among its holdings.

215 funds tracked by Wall St. Rank hold SAH as of Q2 2025.

Avantax Advisory Services held 3,668 shares of Sonic Automotive worth $293K as of Q2 2025.
Sonic Automotive was a new Avantax Advisory Services position in Q2 2025.
Sonic Automotive made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1921 holding.
215 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.