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Regent Peak Wealth Advisors’s Sonic Automotive SAH Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-26
Closed -$1K – 822
2020
Q4 		$1K Buy
+26
New +$1.06K ﹤0.01% 983

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Dimensional Fund Advisors
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WHG
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Regent Peak Wealth Advisors's SAH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Sonic Automotive (SAH) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in SAH in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 179 funds tracked by Wall St. Rank hold SAH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Sonic Automotive position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 26 Sonic Automotive shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Sonic Automotive in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Sonic Automotive position peaked at $1K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.