Blue Bell Private Wealth Management’s AutoNation AN Stock Holding History

Blue Bell Private 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
2022 Q4	–	Sell	-50	Closed	-$5K	–	692
2022 Q3	$5K	Buy	50 +10	+25%	+$1.17K	﹤0.01%	456
2022 Q2	$4K	Hold	40	–	–	﹤0.01%	534
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	577
2021 Q4	$5K	Buy	+40	New	+$4.81K	﹤0.01%	522

Other funds holding AN

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Bell Private Wealth Management's AN Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of AutoNation (AN) in Q4 2022, closing a stake of 50 shares — an estimated $5K sold.

Blue Bell Private Wealth Management first reported a position in AN in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 424 funds tracked by Wall St. Rank hold AN as of Q4 2022.

Blue Bell Private Wealth Management reported no remaining AutoNation position as of Q4 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 50 AutoNation shares in Q4 2022, an estimated $5K.
Blue Bell Private Wealth Management first reported a position in AutoNation in Q4 2021 and held it in 4 quarters.
Blue Bell Private Wealth Management's AutoNation position peaked at $5K in Q3 2022.
424 funds tracked by Wall St. Rank held AutoNation as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.