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Wealthspire Advisors (Maryland)’s Sonic Automotive SAH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-27
Closed – – 1702
2019
Q1 		$0 Buy
27
+13
+93% +$195 ﹤0.01% 2580
2018
Q4 		$0 Sell
14
-61
-81% -$1.01K ﹤0.01% 2550
2018
Q3 		$1K Hold
75
– – ﹤0.01% 2319
2018
Q2 		$2K Hold
75
– – ﹤0.01% 2192
2018
Q1 		$1K Hold
75
– – ﹤0.01% 2386
2017
Q4 		$1K Buy
+75
New +$1.53K ﹤0.01% 2326
2016
Q1 		– Sell
-2,245
Closed -$51K – 1826
2015
Q4 		$51K Buy
+2,245
New +$52.4K 0.01% 710

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SAH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Sonic Automotive (SAH) in Q2 2019, closing a stake of 27 shares.

Wealthspire Advisors (Maryland) first reported a position in SAH in Q4 2015 and held it in 7 quarters. The position peaked at $51K in Q4 2015. 143 funds tracked by Wall St. Rank hold SAH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Sonic Automotive position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 27 Sonic Automotive shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Sonic Automotive in Q4 2015 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Sonic Automotive position peaked at $51K in Q4 2015.
  • 143 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.