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ICA Group Wealth Management’s Saratoga Investment SAR Stock Holding History

ICA Group Wealth 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
2023
Q2 		– Sell
-4,950
Closed -$125K – 1397
2023
Q1 		$125K Hold
4,950
– – 0.03% 302
2022
Q4 		$126K Buy
+4,950
New +$118K 0.03% 316

Other funds holding SAR

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ICA Group Wealth Management's SAR Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Saratoga Investment (SAR) in Q2 2023, closing a stake of 4,950 shares — an estimated $125K sold.

ICA Group Wealth Management first reported a position in SAR in Q4 2022 and held it in 2 quarters. The position peaked at $126K in Q4 2022. 66 funds tracked by Wall St. Rank hold SAR as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Saratoga Investment position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 4,950 Saratoga Investment shares in Q2 2023, an estimated $125K.
  • ICA Group Wealth Management first reported a position in Saratoga Investment in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's Saratoga Investment position peaked at $126K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.