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TFO Wealth Partners’s Sonic Automotive SAH Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-6
Closed -$337 – 904
2023
Q4 		$337 Hold
6
– – ﹤0.01% 471
2023
Q3 		$286 Buy
+6
New +$305 ﹤0.01% 680
2022
Q3 		– Sell
-142
Closed -$5K – 425
2022
Q2 		$5K Buy
+142
New +$6.1K ﹤0.01% 215

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TFO Wealth Partners's SAH Position: Q1 2024 in Review

TFO Wealth Partners sold out of Sonic Automotive (SAH) in Q1 2024, closing a stake of 6 shares — an estimated $337 sold.

TFO Wealth Partners first reported a position in SAH in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 184 funds tracked by Wall St. Rank hold SAH as of Q1 2024.

  • TFO Wealth Partners reported no remaining Sonic Automotive position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Sonic Automotive shares in Q1 2024, an estimated $337.
  • TFO Wealth Partners first reported a position in Sonic Automotive in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Sonic Automotive position peaked at $5K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.