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Coppell Advisory Solutions’s Sonic Automotive SAH Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-76
Closed -$4.81K – 1541
2024
Q4 		$4.81K Hold
76
– – ﹤0.01% 1334
2024
Q3 		$4.49K Hold
76
– – ﹤0.01% 1280
2024
Q2 		$4.14K Buy
+76
New +$4.21K ﹤0.01% 1236
2023
Q4 		$21.9K Buy
+390
New +$19.5K ﹤0.01% 705

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coppell Advisory Solutions's SAH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sonic Automotive (SAH) in Q1 2025, closing a stake of 76 shares — an estimated $4.81K sold.

Coppell Advisory Solutions first reported a position in SAH in Q4 2023 and held it in 4 quarters. The position peaked at $21.9K in Q4 2023. 207 funds tracked by Wall St. Rank hold SAH as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Sonic Automotive position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 76 Sonic Automotive shares in Q1 2025, an estimated $4.81K.
  • Coppell Advisory Solutions first reported a position in Sonic Automotive in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Sonic Automotive position peaked at $21.9K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.