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SeaCrest Wealth Management’s Sonic Automotive SAH Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-2,649
Closed -$97K – 1343
2022
Q2 		$97K Buy
+2,649
New +$114K 0.01% 869
2019
Q2 		– Sell
-2,006
Closed -$30K – 1603
2019
Q1 		$30K Buy
2,006
+119
+6% +$1.78K 0.01% 1123
2018
Q4 		$26K Hold
1,887
– – 0.01% 1143
2018
Q3 		$37K Buy
1,887
+144
+8% +$2.98K 0.01% 1126
2018
Q2 		$36K Hold
1,743
– – 0.01% 1121
2018
Q1 		$33K Buy
1,743
+16
+0.9% +$323 0.01% 1135
2017
Q4 		$32K Buy
+1,727
New +$35.2K 0.01% 1159

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SeaCrest Wealth Management's SAH Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Sonic Automotive (SAH) in Q3 2022, closing a stake of 2,649 shares — an estimated $97K sold.

SeaCrest Wealth Management first reported a position in SAH in Q4 2017 and held it in 7 quarters. The position peaked at $97K in Q2 2022. 200 funds tracked by Wall St. Rank hold SAH as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Sonic Automotive position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,649 Sonic Automotive shares in Q3 2022, an estimated $97K.
  • SeaCrest Wealth Management first reported a position in Sonic Automotive in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's Sonic Automotive position peaked at $97K in Q2 2022.
  • 200 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.