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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
4017⤦Guidewire Software Inc
Recent Activity
Exited
0%
$178,039
155,000 shares@ $1.15 avg price
RVNCRevance Therapeutics Inc
Recent Activity
Exited
0%
$101,977
20,727 shares@ $4.93 avg price
PMOPutnam Mun Opportunities Tr
Recent Activity
Exited
0%
$101,600
10,000 shares@ $10.16 avg price
6792⤦Okta Inc
Recent Activity
Exited
0%
$19,104
20,000 shares@ $0.96 avg price