Spire Wealth Management’s Sonic Automotive SAH Stock Holding History

Spire 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
2023 Q2	–	Sell	-72	Closed	-$3.91K	–	2515
2023 Q1	$3.91K	Buy	+72	New	+$3.88K	﹤0.01%	2092

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Spire Wealth Management's SAH Position: Q2 2023 in Review

Spire Wealth Management sold out of Sonic Automotive (SAH) in Q2 2023, closing a stake of 72 shares — an estimated $3.91K sold.

Spire Wealth Management first reported a position in SAH in Q1 2023 and held it in 1 quarter. The position peaked at $3.91K in Q1 2023. 183 funds tracked by Wall St. Rank hold SAH as of Q2 2023.

Spire Wealth Management reported no remaining Sonic Automotive position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 72 Sonic Automotive shares in Q2 2023, an estimated $3.91K.
Spire Wealth Management first reported a position in Sonic Automotive in Q1 2023 and held it in 1 quarter.
Spire Wealth Management's Sonic Automotive position peaked at $3.91K in Q1 2023.
183 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.