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San Luis Wealth Advisors’s Sinclair Inc SBGI Stock Holding History

San Luis Wealth Advisors’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49,039
Closed -$791K – 159
2024
Q4 		$791K Buy
+49,039
New +$826K 0.15% 72

Other funds holding SBGI

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

San Luis Wealth Advisors's SBGI Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Sinclair Inc (SBGI) in Q1 2025, closing a stake of 49,039 shares — an estimated $791K sold.

San Luis Wealth Advisors first reported a position in SBGI in Q4 2024 and held it in 1 quarter. The position peaked at $791K in Q4 2024. 178 funds tracked by Wall St. Rank hold SBGI as of Q1 2025.

  • San Luis Wealth Advisors reported no remaining Sinclair Inc position as of Q1 2025 after selling out during the quarter.
  • San Luis Wealth Advisors sold 49,039 Sinclair Inc shares in Q1 2025, an estimated $791K.
  • San Luis Wealth Advisors first reported a position in Sinclair Inc in Q4 2024 and held it in 1 quarter.
  • San Luis Wealth Advisors's Sinclair Inc position peaked at $791K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held Sinclair Inc as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.