180 Wealth Advisors’s AutoNation AN Stock Holding History

180 Wealth Advisors’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,052	Closed	-$217K	–	476
2025 Q4	$217K	Sell	1,052 -146	-12%	-$30.4K	0.02%	432
2025 Q3	$262K	Sell	1,198 -40	-3%	-$8.43K	0.03%	387
2025 Q2	$246K	Sell	1,238 -27	-2%	-$4.88K	0.03%	370
2025 Q1	$205K	Buy	+1,265	New	+$226K	0.03%	377
2024 Q3	–	Sell	-5,295	Closed	-$902K	–	446
2024 Q2	$902K	Buy	5,295 +209	+4%	+$34.1K	0.15%	137
2024 Q1	$842K	Buy	5,086 +133	+3%	+$19.6K	0.15%	142
2023 Q4	$746K	Buy	4,953 +59	+1%	+$8.14K	0.15%	137
2023 Q3	$741K	Sell	4,894 -406	-8%	-$64.8K	0.17%	128
2023 Q2	$883K	Sell	5,300 -1,319	-20%	-$183K	0.19%	120
2023 Q1	$889K	Buy	6,619 +1,184	+22%	+$152K	0.21%	119
2022 Q4	$639K	Buy	5,435 +1,818	+50%	+$201K	0.15%	138
2022 Q3	$368K	Sell	3,617 -132	-4%	-$15.5K	0.1%	194
2022 Q2	$430K	Sell	3,749 -428	-10%	-$48.5K	0.11%	172
2022 Q1	$454K	Buy	4,177 +484	+13%	+$53.5K	0.1%	191
2021 Q4	$388K	Buy	+3,693	New	+$444K	0.09%	224

Other funds holding AN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return