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Financial Advocates Investment Management’s Saratoga Investment SAR Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-8,808
Closed -$240K – 774
2022
Q1 		$240K Buy
8,808
+1,602
+22% +$44K 0.02% 636
2021
Q4 		$212K Buy
+7,206
New +$210K 0.01% 718

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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 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 $445B AUM 25.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's SAR Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Saratoga Investment (SAR) in Q2 2022, closing a stake of 8,808 shares — an estimated $240K sold.

Financial Advocates Investment Management first reported a position in SAR in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q1 2022. 54 funds tracked by Wall St. Rank hold SAR as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Saratoga Investment position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,808 Saratoga Investment shares in Q2 2022, an estimated $240K.
  • Financial Advocates Investment Management first reported a position in Saratoga Investment in Q4 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's Saratoga Investment position peaked at $240K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.