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Sonata Capital Group Inc Buys ISHARES TRUST, Berkshire Hathaway Inc, SPDR GOLD TRUST, Sells Apple Inc, Tesla Inc, Chevron Corp

Seattle, WA, based Investment company Sonata Capital Group Inc (Current Portfolio) buys ISHARES TRUST, Berkshire Hathaway Inc, SPDR GOLD TRUST, Bank of America Corp, ISHARES TRUST, sells Apple Inc, Tesla Inc, Chevron Corp, Intel Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Sonata Capital Group Inc. As of 2020Q3, Sonata Capital Group Inc owns 108 stocks with a total value of $154 million. These are the details of the buys and sells.

For the details of SONATA CAPITAL GROUP INC's stock buys and sells, go to https://www.gurufocus.com/guru/sonata+capital+group+inc/current-portfolio/portfolio

These are the top 5 holdings of SONATA CAPITAL GROUP INC
  1. ISHARES TRUST (IWF) - 47,335 shares, 6.68% of the total portfolio. Shares reduced by 0.51%
  2. Amazon.com Inc (AMZN) - 2,810 shares, 5.76% of the total portfolio. Shares reduced by 12.19%
  3. Microsoft Corp (MSFT) - 34,770 shares, 4.76% of the total portfolio. Shares reduced by 0.28%
  4. ISHARES TRUST (IWR) - 121,013 shares, 4.52% of the total portfolio. Shares reduced by 0.86%
  5. VANGUARD INDEX FDS (VTI) - 39,637 shares, 4.40% of the total portfolio. Shares added by 2.94%
New Purchase: ISHARES TRUST (IYC)

Sonata Capital Group Inc initiated holding in ISHARES TRUST. The purchase prices were between $220.91 and $260.23, with an estimated average price of $241.21. The stock is now traded at around $246.36. The impact to a portfolio due to this purchase was 0.47%. The holding were 2,874 shares as of .

New Purchase: SPDR GOLD TRUST (GLD)

Sonata Capital Group Inc initiated holding in SPDR GOLD TRUST. The purchase prices were between $166.62 and $193.89, with an estimated average price of $179.71. The stock is now traded at around $175.40. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,940 shares as of .

New Purchase: Bank of America Corp (BAC)

Sonata Capital Group Inc initiated holding in Bank of America Corp. The purchase prices were between $22.77 and $26.92, with an estimated average price of $24.9. The stock is now traded at around $23.54. The impact to a portfolio due to this purchase was 0.17%. The holding were 10,644 shares as of .

New Purchase: GLOBAL X FDS (FINX)

Sonata Capital Group Inc initiated holding in GLOBAL X FDS. The purchase prices were between $33.85 and $39.65, with an estimated average price of $36.43. The stock is now traded at around $37.50. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,950 shares as of .

New Purchase: Dover Corp (DOV)

Sonata Capital Group Inc initiated holding in Dover Corp. The purchase prices were between $94.86 and $115.38, with an estimated average price of $106.95. The stock is now traded at around $110.09. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,133 shares as of .

New Purchase: SPDR SERIES TRUST (XBI)

Sonata Capital Group Inc initiated holding in SPDR SERIES TRUST. The purchase prices were between $103.87 and $120.36, with an estimated average price of $112.02. The stock is now traded at around $115.21. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,100 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Sonata Capital Group Inc added to a holding in Berkshire Hathaway Inc by 63.69%. The purchase prices were between $177.99 and $221.68, with an estimated average price of $204.37. The stock is now traded at around $201.51. The impact to a portfolio due to this purchase was 0.46%. The holding were 8,610 shares as of .

Added: ISHARES TRUST (AGG)

Sonata Capital Group Inc added to a holding in ISHARES TRUST by 38.79%. The purchase prices were between $117.45 and $119.23, with an estimated average price of $118.22. The stock is now traded at around $117.52. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,079 shares as of .

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Sonata Capital Group Inc added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 52.79%. The purchase prices were between $95.12 and $97.1, with an estimated average price of $96.15. The stock is now traded at around $95.68. The impact to a portfolio due to this purchase was 0.13%. The holding were 5,884 shares as of .

Added: Salesforce.com Inc (CRM)

Sonata Capital Group Inc added to a holding in Salesforce.com Inc by 32.00%. The purchase prices were between $185.51 and $281.25, with an estimated average price of $219.05. The stock is now traded at around $237.14. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,650 shares as of .

Added: Zoetis Inc (ZTS)

Sonata Capital Group Inc added to a holding in Zoetis Inc by 27.34%. The purchase prices were between $137.1 and $165.37, with an estimated average price of $153.48. The stock is now traded at around $161.19. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,911 shares as of .



Here is the complete portfolio of SONATA CAPITAL GROUP INC. Also check out:

1. SONATA CAPITAL GROUP INC's Undervalued Stocks
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4. Stocks that SONATA CAPITAL GROUP INC keeps buying

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