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Financial Synergies Wealth Advisors’s AutoNation AN Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-2
Closed -$215 – 511
2023
Q4 		$215 Buy
+2
New +$276 ﹤0.01% 441
2023
Q2 		– Sell
-2
Closed -$269 – 498
2023
Q1 		$269 Hold
2
– – ﹤0.01% 469
2022
Q4 		$215 Hold
2
– – ﹤0.01% 441
2022
Q3 		$204 Hold
2
– – ﹤0.01% 446
2022
Q2 		$224 Buy
+2
New +$227 ﹤0.01% 465

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's AN Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of AutoNation (AN) in Q1 2024, closing a stake of 2 shares — an estimated $215 sold.

Financial Synergies Wealth Advisors first reported a position in AN in Q2 2022 and held it in 5 quarters. The position peaked at $269 in Q1 2023. 452 funds tracked by Wall St. Rank hold AN as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining AutoNation position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 AutoNation shares in Q1 2024, an estimated $215.
  • Financial Synergies Wealth Advisors first reported a position in AutoNation in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's AutoNation position peaked at $269 in Q1 2023.
  • 452 funds tracked by Wall St. Rank held AutoNation as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.