Tradition Wealth Management’s Saratoga Investment SAR Stock Holding History

Tradition 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 Q1	–	Sell	-1,715	Closed	-$44K	–	1026
2023 Q4	$44K	Buy	1,715 +91	+6%	+$2.27K	﹤0.01%	659
2023 Q3	$42K	Hold	1,624	–	–	0.01%	648
2023 Q2	$44K	Buy	1,624 +41	+3%	+$1.05K	0.01%	664
2023 Q1	$40K	Buy	1,583 +81	+5%	+$2.14K	0.01%	675
2022 Q4	$38K	Hold	1,502	–	–	0.01%	600
2022 Q3	$31K	Buy	1,502 +37	+3%	+$889	﹤0.01%	647
2022 Q2	$35K	Buy	1,465 +32	+2%	+$829	0.01%	536
2022 Q1	$39K	Buy	1,433 +53	+4%	+$1.46K	0.01%	568
2021 Q4	$41K	Hold	1,380	–	–	0.01%	580
2021 Q3	$40K	Buy	1,380 +24	+2%	+$663	0.01%	566
2021 Q2	$36K	Buy	1,356 +45	+3%	+$1.15K	0.01%	621
2021 Q1	$33K	Buy	1,311 +22	+2%	+$509	0.01%	535
2020 Q4	$27K	Buy	+1,289	New	+$25.9K	0.01%	530

Other funds holding SAR

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Tradition Wealth Management's SAR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Saratoga Investment (SAR) in Q1 2024, closing a stake of 1,715 shares — an estimated $44K sold.

Tradition Wealth Management first reported a position in SAR in Q4 2020 and held it in 13 quarters. The position peaked at $44K in Q4 2023. 61 funds tracked by Wall St. Rank hold SAR as of Q1 2024.

Tradition Wealth Management reported no remaining Saratoga Investment position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,715 Saratoga Investment shares in Q1 2024, an estimated $44K.
Tradition Wealth Management first reported a position in Saratoga Investment in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Saratoga Investment position peaked at $44K in Q4 2023.
61 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.