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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
0097⤦Akamai Technologies Inc
Recent Activity
Decreased -3.68%
0.43%
$5.797M
5.623M shares@ $1.04 avg price
5950⤦Microchip Technology Inc.
Recent Activity
Decreased -1.4%
0.43%
$5.705M
2.465M shares@ $2.32 avg price
TECKTeck Resources Ltd
Recent Activity
Decreased -4.54%
0.42%
$5.577M
106,758 shares@ $52.25 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -1.32%
0.4%
$5.393M
244,150 shares@ $22.1 avg price
3005⤦Evolent Health Inc
Recent Activity
Decreased -5.03%
0.4%
$5.29M
4.997M shares@ $1.06 avg price
2978⤦Etsy Inc
Recent Activity
Decreased -8.3%
0.33%
$4.399M
5.137M shares@ $0.86 avg price
9234⤦Verint Systems Inc
Recent Activity
Decreased -5.71%
0.32%
$4.207M
4.535M shares@ $0.93 avg price
3006⤦Exact Sciences Corp
Recent Activity
Decreased -3.12%
0.32%
$4.206M
4.34M shares@ $0.97 avg price
MGMMgm Resorts International
Recent Activity
Decreased -3.85%
0.32%
$4.192M
107,230 shares@ $39.09 avg price
4063⤦Halozyme Therapeutics Inc
Recent Activity
Decreased -2.48%
0.31%
$4.118M
4.117M shares@ $1.01 avg price