WAM
SONC

Wealthspire Advisors (Maryland)’s Sonic Corp SONC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SONC Stock Details SONC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-105
Closed -$5K – 2670
2018
Q3 		$5K Hold
105
– – ﹤0.01% 1864
2018
Q2 		$4K Buy
105
+48
+84% +$1.34K ﹤0.01% 1956
2018
Q1 		$1K Hold
57
– – ﹤0.01% 2467
2017
Q4 		$2K Buy
57
+32
+128% +$825 ﹤0.01% 2219
2017
Q3 		$1K Buy
25
+4
+19% +$97 ﹤0.01% 2201
2017
Q2 		$1K Hold
21
– – ﹤0.01% 2162
2017
Q1 		$1K Sell
21
-20
-49% -$505 ﹤0.01% 1893
2016
Q4 		$1K Hold
41
– – ﹤0.01% 1721
2016
Q3 		$1K Hold
41
– – ﹤0.01% 1697
2016
Q2 		$1K Hold
41
– – ﹤0.01% 1664
2016
Q1 		$1K Hold
41
– – ﹤0.01% 1710
2015
Q4 		$1K Buy
+41
New +$1.17K ﹤0.01% 1689

Other funds holding SONC

SEI Investments
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Wealthspire Advisors (Maryland)'s SONC Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Sonic Corp (SONC) in Q4 2018, closing a stake of 105 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in SONC in Q4 2015 and held it in 12 quarters. The position peaked at $5K in Q3 2018. 1 fund tracked by Wall St. Rank holds SONC as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Sonic Corp position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 105 Sonic Corp shares in Q4 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Sonic Corp in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Sonic Corp position peaked at $5K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Sonic Corp as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.