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First Trust Direct Indexing’s Sonic Automotive SAH Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-1,039
Closed -$40K – 875
2020
Q4 		$40K Buy
+1,039
New +$42.3K 0.01% 805

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

First Trust Direct Indexing's SAH Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Sonic Automotive (SAH) in Q1 2021, closing a stake of 1,039 shares — an estimated $40K sold.

First Trust Direct Indexing first reported a position in SAH in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 179 funds tracked by Wall St. Rank hold SAH as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Sonic Automotive position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,039 Sonic Automotive shares in Q1 2021, an estimated $40K.
  • First Trust Direct Indexing first reported a position in Sonic Automotive in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Sonic Automotive position peaked at $40K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.