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TFO Wealth Partners’s Saratoga Investment SAR Stock Holding History

TFO Wealth Partners’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-17
Closed – – 180
2021
Q2 		$0 Sell
17
-34
-67% -$870 ﹤0.01% 170
2021
Q1 		$1K Buy
+51
New +$1.18K ﹤0.01% 159

Other funds holding SAR

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

TFO Wealth Partners's SAR Position: Q3 2021 in Review

TFO Wealth Partners sold out of Saratoga Investment (SAR) in Q3 2021, closing a stake of 17 shares.

TFO Wealth Partners first reported a position in SAR in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 53 funds tracked by Wall St. Rank hold SAR as of Q3 2021.

  • TFO Wealth Partners reported no remaining Saratoga Investment position as of Q3 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 17 Saratoga Investment shares in Q3 2021.
  • TFO Wealth Partners first reported a position in Saratoga Investment in Q1 2021 and held it in 2 quarters.
  • TFO Wealth Partners's Saratoga Investment position peaked at $1K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2021.

Based on TFO Wealth Partners's 13F filing for Q3 2021, filed 10 Nov 2021.