BRWA
AN icon

B. Riley Wealth Advisors’s AutoNation AN Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-5,692
Closed -$862K – 1389
2024
Q1 		$862K Buy
5,692
+2,416
+74% +$355K 0.02% 572
2023
Q4 		$492K Sell
3,276
-2,416
-42% -$333K 0.01% 819
2023
Q3 		$862K Sell
5,692
-573
-9% -$91.4K 0.02% 572
2023
Q2 		$1.03M Buy
6,265
+20
+0.3% +$2.78K 0.02% 554
2023
Q1 		$839K Sell
6,245
-247
-4% -$31.7K 0.02% 596
2022
Q4 		$697K Sell
6,492
-273
-4% -$30.2K 0.02% 664
2022
Q3 		$690K Buy
6,765
+824
+14% +$96.7K 0.02% 638
2022
Q2 		$664K Buy
5,941
+2,406
+68% +$273K 0.03% 554
2022
Q1 		$352K Sell
3,535
-56
-2% -$6.19K 0.01% 936
2021
Q4 		$420K Sell
3,591
-2,130
-37% -$256K 0.01% 913
2021
Q3 		$697K Buy
5,721
+2,237
+64% +$253K 0.02% 647
2021
Q2 		$331K Buy
+3,484
New +$341K 0.01% 966
2014
Q3 		– Sell
-35
Closed -$2.09K – 715
2014
Q2 		$2.09K Buy
+35
New +$1.94K ﹤0.01% 2223

Other funds holding AN

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's AN Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of AutoNation (AN) in Q2 2024, closing a stake of 5,692 shares — an estimated $862K sold.

B. Riley Wealth Advisors first reported a position in AN in Q2 2014 and held it in 13 quarters. The position peaked at $1.03M in Q2 2023. 449 funds tracked by Wall St. Rank hold AN as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining AutoNation position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,692 AutoNation shares in Q2 2024, an estimated $862K.
  • B. Riley Wealth Advisors first reported a position in AutoNation in Q2 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's AutoNation position peaked at $1.03M in Q2 2023.
  • 449 funds tracked by Wall St. Rank held AutoNation as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.