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Significant Wealth Partners’s Saratoga Investment SAR Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-39,560
Closed -$1.02M – 183
2023
Q4 		$1.02M Buy
+39,560
New +$988K 0.74% 41

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HWAM
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Millennium Management
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Legal & General Group
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LPL Financial
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Lido Advisors
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Significant Wealth Partners's SAR Position: Q1 2024 in Review

Significant Wealth Partners sold out of Saratoga Investment (SAR) in Q1 2024, closing a stake of 39,560 shares — an estimated $1.02M sold.

Significant Wealth Partners first reported a position in SAR in Q4 2023 and held it in 1 quarter. The position peaked at $1.02M in Q4 2023. 61 funds tracked by Wall St. Rank hold SAR as of Q1 2024.

  • Significant Wealth Partners reported no remaining Saratoga Investment position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 39,560 Saratoga Investment shares in Q1 2024, an estimated $1.02M.
  • Significant Wealth Partners first reported a position in Saratoga Investment in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Saratoga Investment position peaked at $1.02M in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.