TCI Wealth Advisors’s Sonic Automotive SAH Stock Holding History

TCI 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 Q2	–	Sell	-1	Closed	-$55	–	1845
2023 Q1	$55	Hold	1	–	–	﹤0.01%	2441
2022 Q4	$49	Hold	1	–	–	﹤0.01%	2433
2022 Q3	$0	Buy	+1	New	+$45	﹤0.01%	2537
2022 Q2	–	Sell	-159	Closed	-$7K	–	2484
2022 Q1	$7K	Buy	159 +53	+50%	+$2.61K	﹤0.01%	1346
2021 Q4	$5K	Hold	106	–	–	﹤0.01%	1713
2021 Q3	$6K	Buy	106 +13	+14%	+$659	﹤0.01%	1501
2021 Q2	$4K	Buy	93 +37	+66%	+$1.8K	﹤0.01%	1626
2021 Q1	$3K	Buy	+56	New	+$2.6K	﹤0.01%	1579
2020 Q1	–	Sell	-47	Closed	-$1K	–	1723
2019 Q4	$1K	Hold	47	–	–	﹤0.01%	1425
2019 Q3	$1K	Hold	47	–	–	﹤0.01%	1374
2019 Q2	$1K	Buy	+47	New	+$905	﹤0.01%	1288
2018 Q4	–	Sell	-73	Closed	-$1K	–	1623
2018 Q3	$1K	Hold	73	–	–	﹤0.01%	1312
2018 Q2	$2K	Hold	73	–	–	﹤0.01%	1128
2018 Q1	$1K	Hold	73	–	–	﹤0.01%	1210
2017 Q4	$1K	Hold	73	–	–	﹤0.01%	1255
2017 Q3	$1K	Buy	73 +36	+97%	+$656	﹤0.01%	1191
2017 Q2	$1K	Sell	37 -5	-12%	-$95	﹤0.01%	1206
2017 Q1	$1K	Buy	42 +5	+14%	+$112	﹤0.01%	1159
2016 Q4	$1K	Hold	37	–	–	﹤0.01%	1227
2016 Q3	$1K	Hold	37	–	–	﹤0.01%	1205
2016 Q2	$1K	Hold	37	–	–	﹤0.01%	1140
2016 Q1	$1K	Buy	+37	New	+$678	﹤0.01%	1147

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

TCI Wealth Advisors's SAH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Sonic Automotive (SAH) in Q2 2023, closing a stake of 1 share — an estimated $55 sold.

TCI Wealth Advisors first reported a position in SAH in Q1 2016 and held it in 22 quarters. The position peaked at $7K in Q1 2022. 183 funds tracked by Wall St. Rank hold SAH as of Q2 2023.

TCI Wealth Advisors reported no remaining Sonic Automotive position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 Sonic Automotive share in Q2 2023, an estimated $55.
TCI Wealth Advisors first reported a position in Sonic Automotive in Q1 2016 and held it in 22 quarters.
TCI Wealth Advisors's Sonic Automotive position peaked at $7K in Q1 2022.
183 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.