Sutton Wealth Advisors’s Sonic Automotive SAH Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-401	Closed	-$19.8K	–	1417
2022 Q4	$19.8K	Hold	401	–	–	0.01%	697
2022 Q3	$17.4K	Buy	401 +10	+3%	+$453	0.01%	707
2022 Q2	$14.3K	Sell	391 -8	-2%	-$343	0.01%	785
2022 Q1	$17K	Buy	399 +3	+0.8%	+$148	0.01%	765
2021 Q4	$19.6K	Buy	396 +5	+1%	+$251	0.01%	707
2021 Q3	$20.5K	Hold	391	–	–	0.01%	686
2021 Q2	$17.5K	Hold	391	–	–	0.01%	745
2021 Q1	$19.4K	Hold	391	–	–	0.01%	680
2020 Q4	$15.1K	Hold	391	–	–	0.01%	682
2020 Q3	$15.7K	Hold	391	–	–	0.01%	612
2020 Q2	$12.5K	Buy	391 +66	+20%	+$1.52K	0.01%	653
2020 Q1	$4.32K	Buy	+325	New	+$8.48K	﹤0.01%	865
2019 Q1	–	Sell	-513	Closed	-$7.06K	–	1214
2018 Q4	$7.06K	Hold	513	–	–	﹤0.01%	822
2018 Q3	$9.93K	Hold	513	–	–	0.01%	783
2018 Q2	$10.6K	Hold	513	–	–	0.01%	816
2018 Q1	$9.72K	Hold	513	–	–	0.01%	814
2017 Q4	$9.46K	Hold	513	–	–	0.01%	799
2017 Q3	$10.5K	Hold	513	–	–	0.01%	754
2017 Q2	$9.98K	Hold	513	–	–	0.01%	751
2017 Q1	$10.3K	Hold	513	–	–	0.01%	705
2016 Q4	$11.7K	Hold	513	–	–	0.01%	648
2016 Q3	$9.64K	Hold	513	–	–	0.01%	674
2016 Q2	$8.78K	Hold	513	–	–	0.01%	658
2016 Q1	$9.48K	Buy	+513	New	+$9.4K	0.01%	622

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's SAH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Sonic Automotive (SAH) in Q1 2023, closing a stake of 401 shares — an estimated $19.8K sold.

Sutton Wealth Advisors first reported a position in SAH in Q1 2016 and held it in 24 quarters. The position peaked at $20.5K in Q3 2021. 185 funds tracked by Wall St. Rank hold SAH as of Q1 2023.

Sutton Wealth Advisors reported no remaining Sonic Automotive position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 401 Sonic Automotive shares in Q1 2023, an estimated $19.8K.
Sutton Wealth Advisors first reported a position in Sonic Automotive in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's Sonic Automotive position peaked at $20.5K in Q3 2021.
185 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.