CWM
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Compass Wealth Management’s AutoNation AN Stock Holding History

Compass 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
2023
Q2 		– Sell
-300
Closed -$40.3K – 407
2023
Q1 		$40.3K Hold
300
– – 0.01% 259
2022
Q4 		$32.2K Buy
+300
New +$33.2K 0.01% 278

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Compass Wealth Management's AN Position: Q2 2023 in Review

Compass Wealth Management sold out of AutoNation (AN) in Q2 2023, closing a stake of 300 shares — an estimated $40.3K sold.

Compass Wealth Management first reported a position in AN in Q4 2022 and held it in 2 quarters. The position peaked at $40.3K in Q1 2023. 436 funds tracked by Wall St. Rank hold AN as of Q2 2023.

  • Compass Wealth Management reported no remaining AutoNation position as of Q2 2023 after selling out during the quarter.
  • Compass Wealth Management sold 300 AutoNation shares in Q2 2023, an estimated $40.3K.
  • Compass Wealth Management first reported a position in AutoNation in Q4 2022 and held it in 2 quarters.
  • Compass Wealth Management's AutoNation position peaked at $40.3K in Q1 2023.
  • 436 funds tracked by Wall St. Rank held AutoNation as of Q2 2023.

Based on Compass Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.