Fiduciary Alliance’s AutoNation AN Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-130	Closed	-$21.4K	–	205
2023 Q2	$21.4K	Buy	+130	New	+$18K	﹤0.01%	435
2023 Q1	–	Sell	-143	Closed	-$15.3K	–	171
2022 Q4	$15.3K	Buy	+143	New	+$15.8K	﹤0.01%	346

Other funds holding AN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fiduciary Alliance's AN Position: Q3 2023 in Review

Fiduciary Alliance sold out of AutoNation (AN) in Q3 2023, closing a stake of 130 shares — an estimated $21.4K sold.

Fiduciary Alliance first reported a position in AN in Q4 2022 and held it in 2 quarters. The position peaked at $21.4K in Q2 2023. 436 funds tracked by Wall St. Rank hold AN as of Q3 2023.

Fiduciary Alliance reported no remaining AutoNation position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 130 AutoNation shares in Q3 2023, an estimated $21.4K.
Fiduciary Alliance first reported a position in AutoNation in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's AutoNation position peaked at $21.4K in Q2 2023.
436 funds tracked by Wall St. Rank held AutoNation as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.