GWMIA
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Global Wealth Management Investment Advisory’s AutoNation AN Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q1 		– Sell
-128
Closed -$9K – 456
2020
Q4 		$9K Buy
+128
New +$8.05K ﹤0.01% 289
2019
Q4 		– Sell
-175
Closed -$9K – 597
2019
Q3 		$9K Sell
175
-125
-42% -$5.89K ﹤0.01% 337
2019
Q2 		$13K Hold
300
– – 0.01% 329
2019
Q1 		$11K Sell
300
-65
-18% -$2.36K 0.01% 364
2018
Q4 		$13K Buy
+365
New +$13.8K 0.01% 342

Other funds holding AN

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Global Wealth Management Investment Advisory's AN Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of AutoNation (AN) in Q1 2021, closing a stake of 128 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in AN in Q4 2018 and held it in 5 quarters. The position peaked at $13K in Q2 2019. 345 funds tracked by Wall St. Rank hold AN as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining AutoNation position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 128 AutoNation shares in Q1 2021, an estimated $9K.
  • Global Wealth Management Investment Advisory first reported a position in AutoNation in Q4 2018 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's AutoNation position peaked at $13K in Q2 2019.
  • 345 funds tracked by Wall St. Rank held AutoNation as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.