AWE
AN icon

Avidian Wealth Enterprises’s AutoNation AN Stock Holding History

Avidian Wealth Enterprises’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
2024
Q4 		– Sell
-2,260
Closed -$404K – 508
2024
Q3 		$404K Buy
2,260
+4
+0.2% +$687 0.02% 336
2024
Q2 		$360K Buy
2,256
+188
+9% +$30.7K 0.01% 358
2024
Q1 		$342K Buy
2,068
+691
+50% +$102K 0.02% 334
2023
Q4 		$207K Buy
+1,377
New +$190K 0.01% 398

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's AN Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of AutoNation (AN) in Q4 2024, closing a stake of 2,260 shares — an estimated $404K sold.

Avidian Wealth Enterprises first reported a position in AN in Q4 2023 and held it in 4 quarters. The position peaked at $404K in Q3 2024. 445 funds tracked by Wall St. Rank hold AN as of Q4 2024.

  • Avidian Wealth Enterprises reported no remaining AutoNation position as of Q4 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,260 AutoNation shares in Q4 2024, an estimated $404K.
  • Avidian Wealth Enterprises first reported a position in AutoNation in Q4 2023 and held it in 4 quarters.
  • Avidian Wealth Enterprises's AutoNation position peaked at $404K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held AutoNation as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.