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Golden State Wealth Management’s Lithia Motors LAD Stock Holding History

Golden State 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
2021
Q4 		– Sell
-655
Closed -$208K – 369
2021
Q3 		$208K Buy
+655
New +$228K 0.05% 288

Other funds holding LAD

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ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Golden State Wealth Management's LAD Position: Q4 2021 in Review

Golden State Wealth Management sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 655 shares — an estimated $208K sold.

Golden State Wealth Management first reported a position in LAD in Q3 2021 and held it in 1 quarter. The position peaked at $208K in Q3 2021. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

  • Golden State Wealth Management reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
  • Golden State Wealth Management sold 655 Lithia Motors shares in Q4 2021, an estimated $208K.
  • Golden State Wealth Management first reported a position in Lithia Motors in Q3 2021 and held it in 1 quarter.
  • Golden State Wealth Management's Lithia Motors position peaked at $208K in Q3 2021.
  • 430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on Golden State Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.