Cetera Advisor Networks’s Lithia Motors LAD Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$652K	Sell	2,168 -75	-3%	-$22.2K	﹤0.01%	1752
2023 Q4	$739K	Sell	2,243 -177	-7%	-$48.6K	﹤0.01%	1584
2023 Q3	$715K	Buy	2,420 +170	+8%	+$51.8K	﹤0.01%	1507
2023 Q2	$684K	Buy	2,250 +85	+4%	+$20.4K	﹤0.01%	1514
2023 Q1	$496K	Buy	2,165 +161	+8%	+$39.2K	﹤0.01%	1699
2022 Q4	$410K	Buy	2,004 +62	+3%	+$13.2K	﹤0.01%	1786
2022 Q3	$417K	Buy	1,942 +264	+16%	+$69K	0.01%	1404
2022 Q2	$461K	Sell	1,678 -26	-2%	-$7.58K	0.01%	1329
2022 Q1	$511K	Sell	1,704 -339	-17%	-$106K	0.01%	1288
2021 Q4	$607K	Buy	+2,043	New	+$631K	0.01%	1171
2020 Q3	–	Sell	-179	Closed	-$27K	–	2210
2020 Q2	$27K	Buy	+179	New	+$20.5K	﹤0.01%	2239

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cetera Advisor Networks's LAD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Lithia Motors (LAD) stake by 3.3% in Q1 2024, selling an estimated $22.2K and leaving 2,168 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Cetera Advisor Networks first reported a position in LAD in Q2 2020 and has held it in 11 quarters since. The position peaked at $739K in Q4 2023. 415 funds tracked by Wall St. Rank hold LAD as of Q1 2024.

Cetera Advisor Networks held 2,168 shares of Lithia Motors worth $652K as of Q1 2024.
Cetera Advisor Networks sold 75 Lithia Motors shares in Q1 2024, an estimated $22.2K.
Lithia Motors made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1752 holding.
Cetera Advisor Networks first reported a position in Lithia Motors in Q2 2020 and has held it in 11 quarters since.
Cetera Advisor Networks's Lithia Motors position peaked at $739K in Q4 2023.
415 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.