CFFP
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Center for Financial Planning’s Saratoga Investment SAR Stock Holding History

Center for Financial Planning’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
2022
Q3 		– Sell
-2
Closed – – 677
2022
Q2 		$0 Hold
2
– – ﹤0.01% 557
2022
Q1 		$0 Hold
2
– – ﹤0.01% 566
2021
Q4 		$0 Hold
2
– – ﹤0.01% 561
2021
Q3 		$0 Hold
2
– – ﹤0.01% 522
2021
Q2 		$0 Buy
+2
New +$51 ﹤0.01% 535

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Center for Financial Planning's SAR Position: Q3 2022 in Review

Center for Financial Planning sold out of Saratoga Investment (SAR) in Q3 2022, closing a stake of 2 shares.

Center for Financial Planning first reported a position in SAR in Q2 2021 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 48 funds tracked by Wall St. Rank hold SAR as of Q3 2022.

  • Center for Financial Planning reported no remaining Saratoga Investment position as of Q3 2022 after selling out during the quarter.
  • Center for Financial Planning sold 2 Saratoga Investment shares in Q3 2022.
  • Center for Financial Planning first reported a position in Saratoga Investment in Q2 2021 and held it in 5 quarters.
  • Center for Financial Planning's Saratoga Investment position peaked at $0 in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.