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TMD Wealth Management’s Saratoga Investment SAR Stock Holding History

TMD Wealth Management’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
2024
Q2 		$1.54M Sell
67,730
-497
-0.7% -$11.6K 0.34% 24
2024
Q1 		$1.58M Buy
68,227
+9,447
+16% +$222K 0.37% 26
2023
Q4 		$1.52M Buy
+58,780
New +$1.47M 0.4% 26

Other funds holding SAR

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TMD Wealth Management's SAR Position: Q2 2024 in Review

TMD Wealth Management reduced its Saratoga Investment (SAR) stake by 0.73% in Q2 2024, selling an estimated $11.6K and leaving 67,730 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #24.

TMD Wealth Management first reported a position in SAR in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.58M in Q1 2024. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2024.

  • TMD Wealth Management held 67,730 shares of Saratoga Investment worth $1.54M as of Q2 2024.
  • TMD Wealth Management sold 497 Saratoga Investment shares in Q2 2024, an estimated $11.6K.
  • Saratoga Investment made up 0.34% of TMD Wealth Management's portfolio in Q2 2024, its #24 holding.
  • TMD Wealth Management first reported a position in Saratoga Investment in Q4 2023 and has held it in 3 quarters since.
  • TMD Wealth Management's Saratoga Investment position peaked at $1.58M in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.