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Asset Planning Inc’s Avis CAR Stock Holding History

Asset Planning Inc’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$725 – 308
2024
Q4 		$725 Buy
+9
New +$821 ﹤0.01% 302

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Asset Planning Inc's CAR Position: Q1 2025 in Review

Asset Planning Inc sold out of Avis (CAR) in Q1 2025, closing a stake of 9 shares — an estimated $725 sold.

Asset Planning Inc first reported a position in CAR in Q4 2024 and held it in 1 quarter. The position peaked at $725 in Q4 2024. 263 funds tracked by Wall St. Rank hold CAR as of Q1 2025.

  • Asset Planning Inc reported no remaining Avis position as of Q1 2025 after selling out during the quarter.
  • Asset Planning Inc sold 9 Avis shares in Q1 2025, an estimated $725.
  • Asset Planning Inc first reported a position in Avis in Q4 2024 and held it in 1 quarter.
  • Asset Planning Inc's Avis position peaked at $725 in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Avis as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.