CAAS
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Capital Asset Advisory Services’s Lithia Motors LAD Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-87
Closed -$25K – 1114
2020
Q4 		$25K Buy
+87
New +$23.8K ﹤0.01% 801

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ACM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Capital Asset Advisory Services's LAD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 87 shares — an estimated $25K sold.

Capital Asset Advisory Services first reported a position in LAD in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 87 Lithia Motors shares in Q1 2021, an estimated $25K.
  • Capital Asset Advisory Services first reported a position in Lithia Motors in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Lithia Motors position peaked at $25K in Q4 2020.
  • 389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.