CX Institutional
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CX Institutional’s Sonic Automotive SAH Stock Holding History

CX Institutional’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
2026
Q3 		– Sell
-64
Closed -$5K – 1725
2026
Q2 		$5K Sell
64
-87,430
-100% -$6.71M ﹤0.01% 1377
2026
Q1 		$6M Buy
+87,494
New +$5.46M 0.18% 134

Other funds holding SAH

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Beau Ventures, LLc
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's SAH Position: Q3 2026 in Review

CX Institutional sold out of Sonic Automotive (SAH) in Q3 2026, closing a stake of 64 shares — an estimated $5K sold.

CX Institutional first reported a position in SAH in Q1 2026 and held it in 2 quarters. The position peaked at $6M in Q1 2026. 24 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • CX Institutional reported no remaining Sonic Automotive position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 64 Sonic Automotive shares in Q3 2026, an estimated $5K.
  • CX Institutional first reported a position in Sonic Automotive in Q1 2026 and held it in 2 quarters.
  • CX Institutional's Sonic Automotive position peaked at $6M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.