EWM
AN icon

Executive Wealth Management’s AutoNation AN Stock Holding History

Executive 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
2019
Q3 		– Sell
-150
Closed -$6K – 168
2019
Q2 		$6K Hold
150
– – ﹤0.01% 679
2019
Q1 		$5K Hold
150
– – ﹤0.01% 634
2018
Q4 		$5K Buy
+150
New +$5.67K ﹤0.01% 658

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
RBS Partners Bay Harbor Islands, Florida $155M AUM 153.45% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Executive Wealth Management's AN Position: Q3 2019 in Review

Executive Wealth Management sold out of AutoNation (AN) in Q3 2019, closing a stake of 150 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in AN in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 245 funds tracked by Wall St. Rank hold AN as of Q3 2019.

  • Executive Wealth Management reported no remaining AutoNation position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 150 AutoNation shares in Q3 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in AutoNation in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's AutoNation position peaked at $6K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held AutoNation as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.