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SFMG Wealth Advisors’s Sonida Senior Living SNDA Stock Holding History

SFMG Wealth Advisors’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-667
Closed -$44K – 177
2019
Q3 		$44K Buy
+667
New +$46.7K 0.01% 152

Other funds holding SNDA

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CSC
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CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

SFMG Wealth Advisors's SNDA Position: Q4 2019 in Review

SFMG Wealth Advisors sold out of Sonida Senior Living (SNDA) in Q4 2019, closing a stake of 667 shares — an estimated $44K sold.

SFMG Wealth Advisors first reported a position in SNDA in Q3 2019 and held it in 1 quarter. The position peaked at $44K in Q3 2019. 54 funds tracked by Wall St. Rank hold SNDA as of Q4 2019.

  • SFMG Wealth Advisors reported no remaining Sonida Senior Living position as of Q4 2019 after selling out during the quarter.
  • SFMG Wealth Advisors sold 667 Sonida Senior Living shares in Q4 2019, an estimated $44K.
  • SFMG Wealth Advisors first reported a position in Sonida Senior Living in Q3 2019 and held it in 1 quarter.
  • SFMG Wealth Advisors's Sonida Senior Living position peaked at $44K in Q3 2019.
  • 54 funds tracked by Wall St. Rank held Sonida Senior Living as of Q4 2019.

Based on SFMG Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.