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Kingsview Wealth Management’s Sonic Automotive SAH Stock Holding History

Kingsview Wealth Management’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
2023
Q1 		– Sell
-13,270
Closed -$654K – 939
2022
Q4 		$654K Buy
+13,270
New +$635K 0.03% 441

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kingsview Wealth Management's SAH Position: Q1 2023 in Review

Kingsview Wealth Management sold out of Sonic Automotive (SAH) in Q1 2023, closing a stake of 13,270 shares — an estimated $654K sold.

Kingsview Wealth Management first reported a position in SAH in Q4 2022 and held it in 1 quarter. The position peaked at $654K in Q4 2022. 185 funds tracked by Wall St. Rank hold SAH as of Q1 2023.

  • Kingsview Wealth Management reported no remaining Sonic Automotive position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 13,270 Sonic Automotive shares in Q1 2023, an estimated $654K.
  • Kingsview Wealth Management first reported a position in Sonic Automotive in Q4 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's Sonic Automotive position peaked at $654K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.