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Sara S. Alexander

@Sonora Investment Management Group, Llc

Latest period2024 - Q3ReportedManaged Assets$1.35BTotal holdings288
Assets growth rate5.6%Assets growth rate (2-Q avg)2.79%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sonora Investment Management Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 288 positions.

Assets under management

The assets under management (AUM) of Sonora Investment Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.35B in assets, with a quarterly growth rate of 5.6% and a 2-quarter average growth rate of 2.79%. The portfolio is managed by Sara S. Alexander, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
4576⤦Insmed Inc
Recent Activity
Exited
0%
$6.385M
6.039M shares@ $1.06 avg price
0906⤦Biomarin Pharmaceutical Inc
Recent Activity
Exited
0%
$5.97M
6.085M shares@ $0.99 avg price
3873⤦Granite Constr Inc
Recent Activity
Exited
0%
$5.68M
3.085M shares@ $1.85 avg price
BSVVanguard Bd Index Fds
Recent Activity
Exited
0%
$3.097M
40,399 shares@ $76.68 avg price
BIVVanguard Bd Index Fds
Recent Activity
Exited
0%
$1.727M
22,901 shares@ $75.41 avg price
GWWGrainger W W Inc
Recent Activity
Exited
0%
$875,796
861 shares@ $1017.19 avg price
BLVVanguard Bd Index Fds
Recent Activity
Exited
0%
$749,918
10,368 shares@ $72.34 avg price
HYGIshares Tr
Recent Activity
Exited
0%
$532,218
6,847 shares@ $77.74 avg price
VXUSVanguard Star Fds
Recent Activity
Exited
0%
$412,935
6,848 shares@ $60.31 avg price
NFGNational Fuel Gas Co
Recent Activity
Exited
0%
$351,866
6,550 shares@ $53.72 avg price