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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
6821⤦Omeros Corp
Recent Activity
Decreased -0.4%
0.19%
$2.541M
3.644M shares@ $0.7 avg price
7613⤦Revance Therapeutics Inc
Recent Activity
Decreased -4.28%
0.19%
$2.526M
2.905M shares@ $0.87 avg price
3006⤦Exact Sciences Corp
Recent Activity
Decreased -3.51%
0.19%
$2.435M
2.335M shares@ $1.05 avg price
3932⤦Green Plains Inc
Recent Activity
Decreased -3.29%
0.16%
$2.145M
2.495M shares@ $0.86 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.6%
0.16%
$2.108M
3,996 shares@ $527.65 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -15.19%
0.16%
$2.098M
4,298 shares@ $488.11 avg price
GNLGlobal Net Lease Inc
Recent Activity
Decreased -10.78%
0.16%
$2.039M
242,174 shares@ $8.43 avg price
2241⤦Cracker Barrel Old Ctry Stor
Recent Activity
Decreased -3.67%
0.16%
$2.038M
2.228M shares@ $0.92 avg price
CGNXCognex Corp
Recent Activity
Decreased -0.83%
0.14%
$1.853M
45,756 shares@ $40.5 avg price
PNWPinnacle West Cap Corp
Recent Activity
Decreased -3.21%
0.14%
$1.793M
20,244 shares@ $88.6 avg price