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Sowell Financial Services’s Sonic Automotive SAH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-350
Closed -$18K – 2293
2021
Q1 		$18K Buy
+350
New +$16.2K ﹤0.01% 2101

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's SAH Position: Q2 2021 in Review

Sowell Financial Services sold out of Sonic Automotive (SAH) in Q2 2021, closing a stake of 350 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in SAH in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 180 funds tracked by Wall St. Rank hold SAH as of Q2 2021.

  • Sowell Financial Services reported no remaining Sonic Automotive position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 350 Sonic Automotive shares in Q2 2021, an estimated $18K.
  • Sowell Financial Services first reported a position in Sonic Automotive in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Sonic Automotive position peaked at $18K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.