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Wagner Wealth Management (South Carolina)’s Sonic Automotive SAH Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$6K – 728
2018
Q2 		$6K Hold
300
– – ﹤0.01% 454
2018
Q1 		$6K Hold
300
– – ﹤0.01% 417
2017
Q4 		$6K Buy
+300
New +$6.11K ﹤0.01% 494

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SAH Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Sonic Automotive (SAH) in Q3 2018, closing a stake of 300 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in SAH in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 124 funds tracked by Wall St. Rank hold SAH as of Q3 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Sonic Automotive position as of Q3 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 300 Sonic Automotive shares in Q3 2018, an estimated $6K.
  • Wagner Wealth Management (South Carolina) first reported a position in Sonic Automotive in Q4 2017 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Sonic Automotive position peaked at $6K in Q2 2018.
  • 124 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.