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Glassman Wealth Services’s Sonic Automotive SAH Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-16
Closed -$899 – 1501
2023
Q4 		$899 Hold
16
– – ﹤0.01% 1579
2023
Q3 		$764 Hold
16
– – ﹤0.01% 1630
2023
Q2 		$763 Hold
16
– – ﹤0.01% 1523
2023
Q1 		$869 Hold
16
– – ﹤0.01% 1476
2022
Q4 		$788 Hold
16
– – ﹤0.01% 1496
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1510
2022
Q2 		$1K Buy
+16
New +$687 ﹤0.01% 1512

Other funds holding SAH

BlackRock
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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glassman Wealth Services's SAH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sonic Automotive (SAH) in Q1 2024, closing a stake of 16 shares — an estimated $899 sold.

Glassman Wealth Services first reported a position in SAH in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 184 funds tracked by Wall St. Rank hold SAH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sonic Automotive position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 16 Sonic Automotive shares in Q1 2024, an estimated $899.
  • Glassman Wealth Services first reported a position in Sonic Automotive in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Sonic Automotive position peaked at $1K in Q3 2022.
  • 184 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.