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BDO Wealth Advisors’s Saratoga Investment SAR Stock Holding History

BDO Wealth 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
2020
Q3 		– Sell
-1,495
Closed -$24K – 938
2020
Q2 		$24K Hold
1,495
– – ﹤0.01% 407
2020
Q1 		$17K Hold
1,495
– – ﹤0.01% 475
2019
Q4 		$37K Hold
1,495
– – 0.01% 332
2019
Q3 		$37K Hold
1,495
– – 0.01% 350
2019
Q2 		$37K Buy
+1,495
New +$36.5K 0.01% 338

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BDO Wealth Advisors's SAR Position: Q3 2020 in Review

BDO Wealth Advisors sold out of Saratoga Investment (SAR) in Q3 2020, closing a stake of 1,495 shares — an estimated $24K sold.

BDO Wealth Advisors first reported a position in SAR in Q2 2019 and held it in 5 quarters. The position peaked at $37K in Q4 2019. 41 funds tracked by Wall St. Rank hold SAR as of Q3 2020.

  • BDO Wealth Advisors reported no remaining Saratoga Investment position as of Q3 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,495 Saratoga Investment shares in Q3 2020, an estimated $24K.
  • BDO Wealth Advisors first reported a position in Saratoga Investment in Q2 2019 and held it in 5 quarters.
  • BDO Wealth Advisors's Saratoga Investment position peaked at $37K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.