Wipfli Financial Advisors’s Sonic Automotive SAH Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$10K	Buy	+239	New	+$10.8K	﹤0.01%	1851

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's SAH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sonic Automotive (SAH) in Q3 2022: 239 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1851 among its holdings.

200 funds tracked by Wall St. Rank hold SAH as of Q3 2022.

Wipfli Financial Advisors held 239 shares of Sonic Automotive worth $10K as of Q3 2022.
Sonic Automotive was a new Wipfli Financial Advisors position in Q3 2022.
Sonic Automotive made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1851 holding.
200 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.