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	-800	Closed	-$241K	–	252
2024 Q1	$241K	Buy	+800	New	+$236K	0.04%	148

Other funds holding LAD

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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.