BDO Wealth Advisors’s Sonic Automotive SAH Stock Holding History

BDO Wealth Advisors’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
2022 Q3	–	Sell	-24	Closed	-$1K	–	1124
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	1005
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	1021
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	1052
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1021
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	1069
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	1104
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	878
2020 Q3	$1K	Buy	+24	New	+$974	﹤0.01%	814

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's SAH Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Sonic Automotive (SAH) in Q3 2022, closing a stake of 24 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in SAH in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 200 funds tracked by Wall St. Rank hold SAH as of Q3 2022.

BDO Wealth Advisors reported no remaining Sonic Automotive position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 24 Sonic Automotive shares in Q3 2022, an estimated $1K.
BDO Wealth Advisors first reported a position in Sonic Automotive in Q3 2020 and held it in 8 quarters.
BDO Wealth Advisors's Sonic Automotive position peaked at $1K in Q2 2022.
200 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.