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BerganKDV Wealth Management’s AutoNation AN Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-10
Closed – – 952
2020
Q1 		$0 Hold
10
– – ﹤0.01% 920
2019
Q4 		$0 Buy
+10
New +$506 ﹤0.01% 931

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RP
RBS Partners Bay Harbor Islands, Florida $155M AUM 153.45% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BerganKDV Wealth Management's AN Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of AutoNation (AN) in Q2 2020, closing a stake of 10 shares.

BerganKDV Wealth Management first reported a position in AN in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 258 funds tracked by Wall St. Rank hold AN as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining AutoNation position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 AutoNation shares in Q2 2020.
  • BerganKDV Wealth Management first reported a position in AutoNation in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's AutoNation position peaked at $0 in Q1 2020.
  • 258 funds tracked by Wall St. Rank held AutoNation as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.