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Capital Performance Advisors’s Sonic Automotive SAH Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-7
Closed -$409 – 2189
2024
Q3 		$409 Buy
+7
New +$404 ﹤0.01% 2337

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's SAH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Sonic Automotive (SAH) in Q4 2024, closing a stake of 7 shares — an estimated $409 sold.

Capital Performance Advisors first reported a position in SAH in Q3 2024 and held it in 1 quarter. The position peaked at $409 in Q3 2024. 188 funds tracked by Wall St. Rank hold SAH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Sonic Automotive position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 7 Sonic Automotive shares in Q4 2024, an estimated $409.
  • Capital Performance Advisors first reported a position in Sonic Automotive in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Sonic Automotive position peaked at $409 in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.