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Focused Wealth Management’s Lithia Motors LAD Stock Holding History

Focused Wealth Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$917 – 251
2024
Q1 		$917 Hold
3
– – ﹤0.01% 205
2023
Q4 		$1K Hold
3
– – ﹤0.01% 858
2023
Q3 		$897 Hold
3
– – ﹤0.01% 857
2023
Q2 		$922 Hold
3
– – ﹤0.01% 897
2023
Q1 		$693 Hold
3
– – ﹤0.01% 912
2022
Q4 		$618 Hold
3
– – ﹤0.01% 927
2022
Q3 		$1K Hold
3
– – ﹤0.01% 861
2022
Q2 		$1K Hold
3
– – ﹤0.01% 839
2022
Q1 		$1K Hold
3
– – ﹤0.01% 896
2021
Q4 		$1K Hold
3
– – ﹤0.01% 897
2021
Q3 		$1K Buy
+3
New +$1.04K ﹤0.01% 904

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Focused Wealth Management's LAD Position: Q2 2024 in Review

Focused Wealth Management sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 3 shares — an estimated $917 sold.

Focused Wealth Management first reported a position in LAD in Q3 2021 and held it in 11 quarters. The position peaked at $1K in Q4 2023. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Focused Wealth Management reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Focused Wealth Management sold 3 Lithia Motors shares in Q2 2024, an estimated $917.
  • Focused Wealth Management first reported a position in Lithia Motors in Q3 2021 and held it in 11 quarters.
  • Focused Wealth Management's Lithia Motors position peaked at $1K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Focused Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.