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Modera Wealth Management’s Saratoga Investment SAR Stock Holding History

Modera 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
2022
Q2 		– Sell
-8,000
Closed -$218K – 362
2022
Q1 		$218K Buy
+8,000
New +$220K 0.01% 331

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Legal & General Group
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Modera Wealth Management's SAR Position: Q2 2022 in Review

Modera Wealth Management sold out of Saratoga Investment (SAR) in Q2 2022, closing a stake of 8,000 shares — an estimated $218K sold.

Modera Wealth Management first reported a position in SAR in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 54 funds tracked by Wall St. Rank hold SAR as of Q2 2022.

  • Modera Wealth Management reported no remaining Saratoga Investment position as of Q2 2022 after selling out during the quarter.
  • Modera Wealth Management sold 8,000 Saratoga Investment shares in Q2 2022, an estimated $218K.
  • Modera Wealth Management first reported a position in Saratoga Investment in Q1 2022 and held it in 1 quarter.
  • Modera Wealth Management's Saratoga Investment position peaked at $218K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2022.

Based on Modera Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.