EverSource Wealth Advisors’s AutoNation AN Stock Holding History

EverSource Wealth Advisors’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
2026 Q1	$378K	Sell	1,938 -21	-1%	-$4.24K	0.01%	736
2025 Q4	$404K	Sell	1,959 -39	-2%	-$8.11K	0.01%	617
2025 Q3	$437K	Buy	1,998 +201	+11%	+$42.4K	0.02%	550
2025 Q2	$357K	Buy	1,797 +817	+83%	+$147K	0.02%	587
2025 Q1	$159K	Buy	980 +102	+12%	+$18.2K	0.01%	747
2024 Q4	$149K	Sell	878 -13	-1%	-$2.2K	0.01%	767
2024 Q3	$159K	Buy	891 +7	+0.8%	+$1.2K	0.01%	631
2024 Q2	$169K	Buy	884 +829	+1,507%	+$135K	0.01%	616
2024 Q1	$8.86K	Sell	55 -31	-36%	-$4.56K	﹤0.01%	1756
2023 Q4	$12.9K	Hold	86	–	–	﹤0.01%	1442
2023 Q3	$13K	Hold	86	–	–	﹤0.01%	1311
2023 Q2	$14.2K	Buy	86 +62	+258%	+$8.61K	﹤0.01%	1295
2023 Q1	$3.22K	Buy	24 +15	+167%	+$1.93K	﹤0.01%	1787
2022 Q4	$966	Sell	9 -162	-95%	-$17.9K	﹤0.01%	2098
2022 Q3	$17K	Buy	+171	New	+$20.1K	﹤0.01%	947

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AQR Capital Management

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Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return