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Toth Financial Advisory’s Saratoga Investment SAR Stock Holding History

Toth Financial Advisory’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
2023
Q3 		– Sell
-2,600
Closed -$70.2K – 835
2023
Q2 		$70.2K Buy
+2,600
New +$66.7K 0.01% 239

Other funds holding SAR

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Toth Financial Advisory's SAR Position: Q3 2023 in Review

Toth Financial Advisory sold out of Saratoga Investment (SAR) in Q3 2023, closing a stake of 2,600 shares — an estimated $70.2K sold.

Toth Financial Advisory first reported a position in SAR in Q2 2023 and held it in 1 quarter. The position peaked at $70.2K in Q2 2023. 64 funds tracked by Wall St. Rank hold SAR as of Q3 2023.

  • Toth Financial Advisory reported no remaining Saratoga Investment position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 2,600 Saratoga Investment shares in Q3 2023, an estimated $70.2K.
  • Toth Financial Advisory first reported a position in Saratoga Investment in Q2 2023 and held it in 1 quarter.
  • Toth Financial Advisory's Saratoga Investment position peaked at $70.2K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.