CWM
AN icon

Chesapeake Wealth Management’s AutoNation AN Stock Holding History

Chesapeake 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
2024
Q1 		– Sell
-1,629
Closed -$245K – 152
2023
Q4 		$245K Sell
1,629
-169
-9% -$23.3K 0.09% 135
2023
Q3 		$272K Sell
1,798
-93
-5% -$14.8K 0.11% 130
2023
Q2 		$311K Sell
1,891
-809
-30% -$112K 0.12% 124
2023
Q1 		$363K Sell
2,700
-326
-11% -$41.8K 0.15% 115
2022
Q4 		$325K Sell
3,026
-5,247
-63% -$580K 0.14% 129
2022
Q3 		$842K Sell
8,273
-5,556
-40% -$652K 0.38% 69
2022
Q2 		$1.54M Buy
13,829
+1,159
+9% +$131K 0.66% 44
2022
Q1 		$1.26M Buy
12,670
+356
+3% +$39.3K 0.46% 60
2021
Q4 		$1.44M Buy
12,314
+777
+7% +$93.5K 0.48% 57
2021
Q3 		$1.41M Buy
11,537
+237
+2% +$26.8K 0.5% 53
2021
Q2 		$1.07M Buy
11,300
+452
+4% +$44.3K 0.35% 73
2021
Q1 		$1.01M Buy
+10,848
New +$870K 0.34% 81

Other funds holding AN

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chesapeake Wealth Management's AN Position: Q1 2024 in Review

Chesapeake Wealth Management sold out of AutoNation (AN) in Q1 2024, closing a stake of 1,629 shares — an estimated $245K sold.

Chesapeake Wealth Management first reported a position in AN in Q1 2021 and held it in 12 quarters. The position peaked at $1.54M in Q2 2022. 452 funds tracked by Wall St. Rank hold AN as of Q1 2024.

  • Chesapeake Wealth Management reported no remaining AutoNation position as of Q1 2024 after selling out during the quarter.
  • Chesapeake Wealth Management sold 1,629 AutoNation shares in Q1 2024, an estimated $245K.
  • Chesapeake Wealth Management first reported a position in AutoNation in Q1 2021 and held it in 12 quarters.
  • Chesapeake Wealth Management's AutoNation position peaked at $1.54M in Q2 2022.
  • 452 funds tracked by Wall St. Rank held AutoNation as of Q1 2024.

Based on Chesapeake Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.