CAWM
PAG icon

Capital A Wealth Management’s Penske Automotive Group PAG Stock Holding History

Capital A Wealth Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$915 – 863
2024
Q4 		$915 Buy
+6
New +$952 ﹤0.01% 570

Other funds holding PAG

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Capital A Wealth Management's PAG Position: Q1 2025 in Review

Capital A Wealth Management sold out of Penske Automotive Group (PAG) in Q1 2025, closing a stake of 6 shares — an estimated $915 sold.

Capital A Wealth Management first reported a position in PAG in Q4 2024 and held it in 1 quarter. The position peaked at $915 in Q4 2024. 390 funds tracked by Wall St. Rank hold PAG as of Q1 2025.

  • Capital A Wealth Management reported no remaining Penske Automotive Group position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 Penske Automotive Group shares in Q1 2025, an estimated $915.
  • Capital A Wealth Management first reported a position in Penske Automotive Group in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Penske Automotive Group position peaked at $915 in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.