B. Riley Wealth Advisors’s Lithia Motors LAD Stock Holding History

B. Riley Wealth Advisors’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
2021 Q2	–	Sell	-1,380	Closed	-$539K	–	1414
2021 Q1	$539K	Buy	+1,380	New	+$496K	0.02%	701
2016 Q1	–	Sell	-2,487	Closed	-$266K	–	587
2015 Q4	$266K	Buy	2,487 +27	+1%	+$3.1K	0.05%	405
2015 Q3	$266K	Buy	2,460 +691	+39%	+$77.6K	0.06%	392
2015 Q2	$202K	Buy	+1,769	New	+$188K	0.05%	460
2015 Q1	–	Sell	-424	Closed	-$37	–	1336
2014 Q4	$37	Buy	+424	New	+$32.8K	﹤0.01%	2255
2014 Q3	–	Sell	-144	Closed	-$13.6K	–	1328
2014 Q2	$13.6K	Buy	+144	New	+$11K	﹤0.01%	1644

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

B. Riley Wealth Advisors's LAD Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Lithia Motors (LAD) in Q2 2021, closing a stake of 1,380 shares — an estimated $539K sold.

B. Riley Wealth Advisors first reported a position in LAD in Q2 2014 and held it in 6 quarters. The position peaked at $539K in Q1 2021. 403 funds tracked by Wall St. Rank hold LAD as of Q2 2021.

B. Riley Wealth Advisors reported no remaining Lithia Motors position as of Q2 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,380 Lithia Motors shares in Q2 2021, an estimated $539K.
B. Riley Wealth Advisors first reported a position in Lithia Motors in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's Lithia Motors position peaked at $539K in Q1 2021.
403 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.