AWM
SAR icon

Avior Wealth Management’s Saratoga Investment SAR Stock Holding History

Avior Wealth Management’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
2021
Q1 		– Sell
-90
Closed -$1K – 1123
2020
Q4 		$1K Buy
+90
New +$1.81K ﹤0.01% 943

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PI
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HWAM
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Legal & General Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avior Wealth Management's SAR Position: Q1 2021 in Review

Avior Wealth Management sold out of Saratoga Investment (SAR) in Q1 2021, closing a stake of 90 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in SAR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 47 funds tracked by Wall St. Rank hold SAR as of Q1 2021.

  • Avior Wealth Management reported no remaining Saratoga Investment position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 90 Saratoga Investment shares in Q1 2021, an estimated $1K.
  • Avior Wealth Management first reported a position in Saratoga Investment in Q4 2020 and held it in 1 quarter.
  • Avior Wealth Management's Saratoga Investment position peaked at $1K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.