BDO Wealth Advisors’s Lithia Motors LAD Stock Holding History

BDO 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
2020 Q4	–	Sell	-7	Closed	-$2K	–	959
2020 Q3	$2K	Buy	+7	New	+$1.57K	﹤0.01%	697

Other funds holding LAD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

BDO Wealth Advisors's LAD Position: Q4 2020 in Review

BDO Wealth Advisors sold out of Lithia Motors (LAD) in Q4 2020, closing a stake of 7 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in LAD in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 367 funds tracked by Wall St. Rank hold LAD as of Q4 2020.

BDO Wealth Advisors reported no remaining Lithia Motors position as of Q4 2020 after selling out during the quarter.
BDO Wealth Advisors sold 7 Lithia Motors shares in Q4 2020, an estimated $2K.
BDO Wealth Advisors first reported a position in Lithia Motors in Q3 2020 and held it in 1 quarter.
BDO Wealth Advisors's Lithia Motors position peaked at $2K in Q3 2020.
367 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.