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Founders Financial Alliance’s Lithia Motors LAD Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-38
Closed -$9K – 876
2020
Q3 		$9K Buy
+38
New +$8.55K 0.01% 790

Other funds holding LAD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Founders Financial Alliance's LAD Position: Q4 2020 in Review

Founders Financial Alliance sold out of Lithia Motors (LAD) in Q4 2020, closing a stake of 38 shares — an estimated $9K sold.

Founders Financial Alliance first reported a position in LAD in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 367 funds tracked by Wall St. Rank hold LAD as of Q4 2020.

  • Founders Financial Alliance reported no remaining Lithia Motors position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 38 Lithia Motors shares in Q4 2020, an estimated $9K.
  • Founders Financial Alliance first reported a position in Lithia Motors in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Lithia Motors position peaked at $9K in Q3 2020.
  • 367 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.