Cornerstone Planning Group’s Saratoga Investment SAR Stock Holding History

Cornerstone Planning Group’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 Q4	$7.76K	Buy	+287	New	+$6.85K	﹤0.01%	723

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Cornerstone Planning Group's SAR Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in Saratoga Investment (SAR) in Q4 2022: 287 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings.

52 funds tracked by Wall St. Rank hold SAR as of Q4 2022.

Cornerstone Planning Group held 287 shares of Saratoga Investment worth $7.76K as of Q4 2022.
Saratoga Investment was a new Cornerstone Planning Group position in Q4 2022.
Saratoga Investment made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #723 holding.
52 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.