Chemistry Wealth Management’s Saratoga Investment SAR Stock Holding History

Chemistry Wealth Management’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 Q1	–	Sell	-21,950	Closed	-$645K	–	180
2021 Q4	$645K	Buy	+21,950	New	+$638K	0.54%	39

Other funds holding SAR

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Chemistry Wealth Management's SAR Position: Q1 2022 in Review

Chemistry Wealth Management sold out of Saratoga Investment (SAR) in Q1 2022, closing a stake of 21,950 shares — an estimated $645K sold.

Chemistry Wealth Management first reported a position in SAR in Q4 2021 and held it in 1 quarter. The position peaked at $645K in Q4 2021. 58 funds tracked by Wall St. Rank hold SAR as of Q1 2022.

Chemistry Wealth Management reported no remaining Saratoga Investment position as of Q1 2022 after selling out during the quarter.
Chemistry Wealth Management sold 21,950 Saratoga Investment shares in Q1 2022, an estimated $645K.
Chemistry Wealth Management first reported a position in Saratoga Investment in Q4 2021 and held it in 1 quarter.
Chemistry Wealth Management's Saratoga Investment position peaked at $645K in Q4 2021.
58 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2022.

Based on Chemistry Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.