Wealth Enhancement Advisory Services
SNDA icon

Wealth Enhancement Advisory Services’s Sonida Senior Living SNDA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$395K Sell
10,989
-1,502
-12% -$59.5K ﹤0.01% 3062
2026
Q2 		$506K Buy
12,491
+867
+7% +$31.1K ﹤0.01% 2670
2026
Q1 		$374K Buy
+11,624
New +$389K ﹤0.01% 2574

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CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Finivi Inc
Finivi Inc Westborough, Massachusetts $210M AUM 21.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's SNDA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Sonida Senior Living (SNDA) stake by 12% in Q3 2026, selling an estimated $59.5K and leaving 10,989 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Wealth Enhancement Advisory Services first reported a position in SNDA in Q1 2026 and has held it in 3 quarters since. The position peaked at $506K in Q2 2026. 80 funds tracked by Wall St. Rank hold SNDA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,989 shares of Sonida Senior Living worth $395K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,502 Sonida Senior Living shares in Q3 2026, an estimated $59.5K.
  • Sonida Senior Living made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3062 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sonida Senior Living in Q1 2026 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Sonida Senior Living position peaked at $506K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.