CWM
CAR icon

Compass Wealth Management’s Avis CAR Stock Holding History

Compass Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29
Closed -$2.2K – 190
2025
Q1 		$2.2K Hold
29
– – ﹤0.01% 403
2024
Q4 		$2.34K Hold
29
– – ﹤0.01% 376
2024
Q3 		$2.54K Hold
29
– – ﹤0.01% 381
2024
Q2 		$3.03K Buy
+29
New +$3.25K ﹤0.01% 383

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Compass Wealth Management's CAR Position: Q2 2025 in Review

Compass Wealth Management sold out of Avis (CAR) in Q2 2025, closing a stake of 29 shares — an estimated $2.2K sold.

Compass Wealth Management first reported a position in CAR in Q2 2024 and held it in 4 quarters. The position peaked at $3.03K in Q2 2024. 289 funds tracked by Wall St. Rank hold CAR as of Q2 2025.

  • Compass Wealth Management reported no remaining Avis position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 29 Avis shares in Q2 2025, an estimated $2.2K.
  • Compass Wealth Management first reported a position in Avis in Q2 2024 and held it in 4 quarters.
  • Compass Wealth Management's Avis position peaked at $3.03K in Q2 2024.
  • 289 funds tracked by Wall St. Rank held Avis as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.