AWM
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Axxcess Wealth Management’s AutoNation AN Stock Holding History

Axxcess Wealth Management’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
-1,197
Closed -$214K – 852
2024
Q3 		$214K Buy
+1,197
New +$206K 0.01% 821

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Dimensional Fund Advisors
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BWA
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Alyeska Investment Group
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State Street
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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

Axxcess Wealth Management's AN Position: Q4 2024 in Review

Axxcess Wealth Management sold out of AutoNation (AN) in Q4 2024, closing a stake of 1,197 shares — an estimated $214K sold.

Axxcess Wealth Management first reported a position in AN in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 445 funds tracked by Wall St. Rank hold AN as of Q4 2024.

  • Axxcess Wealth Management reported no remaining AutoNation position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,197 AutoNation shares in Q4 2024, an estimated $214K.
  • Axxcess Wealth Management first reported a position in AutoNation in Q3 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's AutoNation position peaked at $214K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held AutoNation as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.