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Blue Bell Private Wealth Management’s Sonic Automotive SAH Stock Holding History

Blue Bell Private Wealth 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
Q1 		– Sell
-250
Closed -$12.3K – 701
2022
Q4 		$12.3K Hold
250
– – ﹤0.01% 352
2022
Q3 		$11K Hold
250
– – ﹤0.01% 369
2022
Q2 		$9K Hold
250
– – ﹤0.01% 402
2022
Q1 		$11K Buy
250
+25
+11% +$1.23K ﹤0.01% 402
2021
Q4 		$11K Buy
+225
New +$11.3K ﹤0.01% 394

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Bell Private Wealth Management's SAH Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Sonic Automotive (SAH) in Q1 2023, closing a stake of 250 shares — an estimated $12.3K sold.

Blue Bell Private Wealth Management first reported a position in SAH in Q4 2021 and held it in 5 quarters. The position peaked at $12.3K in Q4 2022. 185 funds tracked by Wall St. Rank hold SAH as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining Sonic Automotive position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 250 Sonic Automotive shares in Q1 2023, an estimated $12.3K.
  • Blue Bell Private Wealth Management first reported a position in Sonic Automotive in Q4 2021 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Sonic Automotive position peaked at $12.3K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.