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Optimum Investment Advisors’s Saratoga Investment SAR Stock Holding History

Optimum Investment Advisors’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
2020
Q4 		– Sell
-200
Closed -$3K – 937
2020
Q3 		$3K Hold
200
– – ﹤0.01% 806
2020
Q2 		$3K Hold
200
– – ﹤0.01% 793
2020
Q1 		$2K Hold
200
– – ﹤0.01% 813
2019
Q4 		$5K Hold
200
– – ﹤0.01% 849
2019
Q3 		$5K Buy
+200
New +$4.94K ﹤0.01% 884

Other funds holding SAR

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Optimum Investment Advisors's SAR Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Saratoga Investment (SAR) in Q4 2020, closing a stake of 200 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in SAR in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 44 funds tracked by Wall St. Rank hold SAR as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Saratoga Investment position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 Saratoga Investment shares in Q4 2020, an estimated $3K.
  • Optimum Investment Advisors first reported a position in Saratoga Investment in Q3 2019 and held it in 5 quarters.
  • Optimum Investment Advisors's Saratoga Investment position peaked at $5K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.