One Wealth Advisors’s Sonic Corp SONC Stock Holding History

One Wealth Advisors’s Portfolio SONC Stock Details SONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,757	Closed	-$76K	–	570
2018 Q3	$76K	Sell	1,757 -88	-5%	-$3.16K	0.06%	222
2018 Q2	$64K	Hold	1,845	–	–	0.05%	248
2018 Q1	$47K	Sell	1,845 -75	-4%	-$1.91K	0.04%	252
2017 Q4	$53K	Buy	+1,920	New	+$49.5K	0.04%	271

Other funds holding SONC

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

One Wealth Advisors's SONC Position: Q4 2018 in Review

One Wealth Advisors sold out of Sonic Corp (SONC) in Q4 2018, closing a stake of 1,757 shares — an estimated $76K sold.

One Wealth Advisors first reported a position in SONC in Q4 2017 and held it in 4 quarters. The position peaked at $76K in Q3 2018. 1 fund tracked by Wall St. Rank holds SONC as of Q4 2018.

One Wealth Advisors reported no remaining Sonic Corp position as of Q4 2018 after selling out during the quarter.
One Wealth Advisors sold 1,757 Sonic Corp shares in Q4 2018, an estimated $76K.
One Wealth Advisors first reported a position in Sonic Corp in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Sonic Corp position peaked at $76K in Q3 2018.
1 fund tracked by Wall St. Rank held Sonic Corp as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.