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Belpointe Asset Management’s Sonic Automotive SAH Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-29
Closed -$1.58K – 2827
2023
Q1 		$1.58K Buy
+29
New +$1.56K ﹤0.01% 3375

Other funds holding SAH

BlackRock
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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Belpointe Asset Management's SAH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sonic Automotive (SAH) in Q2 2023, closing a stake of 29 shares — an estimated $1.58K sold.

Belpointe Asset Management first reported a position in SAH in Q1 2023 and held it in 1 quarter. The position peaked at $1.58K in Q1 2023. 183 funds tracked by Wall St. Rank hold SAH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Sonic Automotive position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 29 Sonic Automotive shares in Q2 2023, an estimated $1.58K.
  • Belpointe Asset Management first reported a position in Sonic Automotive in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Sonic Automotive position peaked at $1.58K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.