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Avantax Advisory Services’s Lithia Motors LAD Stock Holding History

Avantax Advisory Services’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-711
Closed -$216K – 1588
2023
Q2 		$216K Buy
+711
New +$170K ﹤0.01% 1365

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Avantax Advisory Services's LAD Position: Q3 2023 in Review

Avantax Advisory Services sold out of Lithia Motors (LAD) in Q3 2023, closing a stake of 711 shares — an estimated $216K sold.

Avantax Advisory Services first reported a position in LAD in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 388 funds tracked by Wall St. Rank hold LAD as of Q3 2023.

  • Avantax Advisory Services reported no remaining Lithia Motors position as of Q3 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 711 Lithia Motors shares in Q3 2023, an estimated $216K.
  • Avantax Advisory Services first reported a position in Lithia Motors in Q2 2023 and held it in 1 quarter.
  • Avantax Advisory Services's Lithia Motors position peaked at $216K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.