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Atticus Wealth Management’s Penske Automotive Group PAG Stock Holding History

Atticus Wealth Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6
Closed -$1K – 608
2022
Q3 		$1K Hold
6
– – ﹤0.01% 548
2022
Q2 		$1K Hold
6
– – ﹤0.01% 582
2022
Q1 		$1K Sell
6
-120
-95% -$12.1K ﹤0.01% 570
2021
Q4 		$14K Sell
126
-316
-71% -$33.1K 0.01% 341
2021
Q3 		$44K Buy
+442
New +$38.8K 0.02% 249

Other funds holding PAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atticus Wealth Management's PAG Position: Q4 2022 in Review

Atticus Wealth Management sold out of Penske Automotive Group (PAG) in Q4 2022, closing a stake of 6 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in PAG in Q3 2021 and held it in 5 quarters. The position peaked at $44K in Q3 2021. 325 funds tracked by Wall St. Rank hold PAG as of Q4 2022.

  • Atticus Wealth Management reported no remaining Penske Automotive Group position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 6 Penske Automotive Group shares in Q4 2022, an estimated $1K.
  • Atticus Wealth Management first reported a position in Penske Automotive Group in Q3 2021 and held it in 5 quarters.
  • Atticus Wealth Management's Penske Automotive Group position peaked at $44K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.