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

Axxcess 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
2025
Q1 		– Sell
-11,993
Closed -$1.83M – 912
2024
Q4 		$1.83M Buy
+11,993
New +$1.9M 0.04% 297

Other funds holding PAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Axxcess Wealth Management's PAG Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Penske Automotive Group (PAG) in Q1 2025, closing a stake of 11,993 shares — an estimated $1.83M sold.

Axxcess Wealth Management first reported a position in PAG in Q4 2024 and held it in 1 quarter. The position peaked at $1.83M in Q4 2024. 390 funds tracked by Wall St. Rank hold PAG as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Penske Automotive Group position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,993 Penske Automotive Group shares in Q1 2025, an estimated $1.83M.
  • Axxcess Wealth Management first reported a position in Penske Automotive Group in Q4 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Penske Automotive Group position peaked at $1.83M in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.