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Virtu Financial’s Saratoga Investment SAR Stock Holding History

Virtu Financial’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
Q1 		– Sell
-16,079
Closed -$335K – 1971
2020
Q4 		$335K Buy
+16,079
New +$323K 0.04% 594

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CCM
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PI
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
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LPL Financial
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Truist Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Virtu Financial's SAR Position: Q1 2021 in Review

Virtu Financial sold out of Saratoga Investment (SAR) in Q1 2021, closing a stake of 16,079 shares — an estimated $335K sold.

Virtu Financial first reported a position in SAR in Q4 2020 and held it in 1 quarter. The position peaked at $335K in Q4 2020. 47 funds tracked by Wall St. Rank hold SAR as of Q1 2021.

  • Virtu Financial reported no remaining Saratoga Investment position as of Q1 2021 after selling out during the quarter.
  • Virtu Financial sold 16,079 Saratoga Investment shares in Q1 2021, an estimated $335K.
  • Virtu Financial first reported a position in Saratoga Investment in Q4 2020 and held it in 1 quarter.
  • Virtu Financial's Saratoga Investment position peaked at $335K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2021.

Based on Virtu Financial's 13F filing for Q1 2021, filed 19 May 2021.