WAM
SAR icon

WNY Asset Management’s Saratoga Investment SAR Stock Holding History

WNY Asset Management’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,350
Closed -$236K – 157
2021
Q1 		$236K Buy
+9,350
New +$216K 0.09% 116

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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WNY Asset Management's SAR Position: Q2 2021 in Review

WNY Asset Management sold out of Saratoga Investment (SAR) in Q2 2021, closing a stake of 9,350 shares — an estimated $236K sold.

WNY Asset Management first reported a position in SAR in Q1 2021 and held it in 1 quarter. The position peaked at $236K in Q1 2021. 47 funds tracked by Wall St. Rank hold SAR as of Q2 2021.

  • WNY Asset Management reported no remaining Saratoga Investment position as of Q2 2021 after selling out during the quarter.
  • WNY Asset Management sold 9,350 Saratoga Investment shares in Q2 2021, an estimated $236K.
  • WNY Asset Management first reported a position in Saratoga Investment in Q1 2021 and held it in 1 quarter.
  • WNY Asset Management's Saratoga Investment position peaked at $236K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2021.

Based on WNY Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.