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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
MACMacerich Co
Recent Activity
Decreased -10.51%
0.3%
$4.009M
219,784 shares@ $18.25 avg price
TAt&t Inc
Recent Activity
Decreased -2.49%
0.3%
$3.99M
181,383 shares@ $22.0 avg price
5502⤦Lumentum Hldgs Inc
Recent Activity
Decreased -2.82%
0.27%
$3.547M
3.612M shares@ $0.99 avg price
TXRHTexas Roadhouse Inc
Recent Activity
Decreased -4.35%
0.26%
$3.376M
19,118 shares@ $176.61 avg price
GLWCorning Inc
Recent Activity
Decreased -10.54%
0.25%
$3.275M
72,546 shares@ $45.15 avg price
SONSonoco Prods Co
Recent Activity
Decreased -9.89%
0.24%
$3.139M
57,459 shares@ $54.64 avg price
WPMWheaton Precious Metals Corp
Recent Activity
Decreased -4.77%
0.24%
$3.114M
50,975 shares@ $61.08 avg price
CVSCvs Health Corp
Recent Activity
Decreased -6.21%
0.23%
$3.047M
48,463 shares@ $62.88 avg price
2978⤦Etsy Inc
Recent Activity
Decreased -2.89%
0.21%
$2.741M
3.36M shares@ $0.82 avg price
4063⤦Halozyme Therapeutics Inc
Recent Activity
Decreased -2.35%
0.21%
$2.711M
2.28M shares@ $1.19 avg price