Sonora Investment Management’s CHS Inc Class B Series 4 Preferred Stock CHSCL Stock Holding History

Sonora Investment Management’s Portfolio CHSCL Stock Details CHSCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-700	Closed	-$20K	–	997
2021 Q1	$20K	Hold	700	–	–	﹤0.01%	982
2020 Q4	$21K	Hold	700	–	–	﹤0.01%	905
2020 Q3	$20K	Hold	700	–	–	﹤0.01%	900
2020 Q2	$18K	Sell	700 -109	-13%	-$2.85K	﹤0.01%	833
2020 Q1	$20K	Buy	809 +109	+16%	+$2.97K	﹤0.01%	759
2019 Q4	$19K	Hold	700	–	–	﹤0.01%	917
2019 Q3	$19K	Hold	700	–	–	﹤0.01%	902
2019 Q2	$19K	Hold	700	–	–	﹤0.01%	906
2019 Q1	$19K	Hold	700	–	–	﹤0.01%	821
2018 Q4	$18K	Hold	700	–	–	﹤0.01%	674
2018 Q3	$19K	Hold	700	–	–	﹤0.01%	666
2018 Q2	$20K	Hold	700	–	–	﹤0.01%	602
2018 Q1	$19.5K	Hold	700	–	–	﹤0.01%	591
2017 Q4	$19.7K	Buy	+700	New	+$19.9K	﹤0.01%	609

Other funds holding CHSCL

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Sonora Investment Management's CHSCL Position: Q2 2021 in Review

Sonora Investment Management sold out of CHS Inc Class B Series 4 Preferred Stock (CHSCL) in Q2 2021, closing a stake of 700 shares — an estimated $20K sold.

Sonora Investment Management first reported a position in CHSCL in Q4 2017 and held it in 14 quarters. The position peaked at $21K in Q4 2020. 4 funds tracked by Wall St. Rank hold CHSCL as of Q2 2021.

Sonora Investment Management reported no remaining CHS Inc Class B Series 4 Preferred Stock position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 700 CHS Inc Class B Series 4 Preferred Stock shares in Q2 2021, an estimated $20K.
Sonora Investment Management first reported a position in CHS Inc Class B Series 4 Preferred Stock in Q4 2017 and held it in 14 quarters.
Sonora Investment Management's CHS Inc Class B Series 4 Preferred Stock position peaked at $21K in Q4 2020.
4 funds tracked by Wall St. Rank held CHS Inc Class B Series 4 Preferred Stock as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.