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Fortitude Advisory Group’s Lithia Motors LAD Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-28
Closed -$8K – 788
2022
Q1 		$8K Hold
28
– – ﹤0.01% 1069
2021
Q4 		$8K Buy
+28
New +$8.65K ﹤0.01% 1095

Other funds holding LAD

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fortitude Advisory Group's LAD Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Lithia Motors (LAD) in Q2 2022, closing a stake of 28 shares — an estimated $8K sold.

Fortitude Advisory Group first reported a position in LAD in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 416 funds tracked by Wall St. Rank hold LAD as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Lithia Motors position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 28 Lithia Motors shares in Q2 2022, an estimated $8K.
  • Fortitude Advisory Group first reported a position in Lithia Motors in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Lithia Motors position peaked at $8K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.