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Golden State Wealth Management’s Penske Automotive Group PAG Stock Holding History

Golden State Wealth Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-38
Closed -$1K – 679
2020
Q1 		$1K Buy
+38
New +$1.65K ﹤0.01% 929
2019
Q4 		– Sell
-38
Closed -$2K – 662
2019
Q3 		$2K Hold
38
– – ﹤0.01% 981
2019
Q2 		$1K Hold
38
– – ﹤0.01% 1032
2019
Q1 		$2K Buy
+38
New +$1.68K ﹤0.01% 1028

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Golden State Wealth Management's PAG Position: Q2 2020 in Review

Golden State Wealth Management sold out of Penske Automotive Group (PAG) in Q2 2020, closing a stake of 38 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in PAG in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 204 funds tracked by Wall St. Rank hold PAG as of Q2 2020.

  • Golden State Wealth Management reported no remaining Penske Automotive Group position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 38 Penske Automotive Group shares in Q2 2020, an estimated $1K.
  • Golden State Wealth Management first reported a position in Penske Automotive Group in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Penske Automotive Group position peaked at $2K in Q3 2019.
  • 204 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.