Heritage Wealth Advisors’s AutoNation AN Stock Holding History

Heritage Wealth Advisors’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
2026 Q1	$26.9K	Hold	138	–	–	﹤0.01%	401
2025 Q4	$28.5K	Hold	138	–	–	﹤0.01%	372
2025 Q3	$30.2K	Hold	138	–	–	﹤0.01%	343
2025 Q2	$27.4K	Hold	138	–	–	﹤0.01%	342
2025 Q1	$22.3K	Hold	138	–	–	﹤0.01%	357
2024 Q4	$23.4K	Hold	138	–	–	﹤0.01%	376
2024 Q3	$24.7K	Hold	138	–	–	﹤0.01%	382
2024 Q2	$22K	Hold	138	–	–	﹤0.01%	372
2024 Q1	$22.9K	Hold	138	–	–	﹤0.01%	388
2023 Q4	$20.7K	Hold	138	–	–	﹤0.01%	409
2023 Q3	$20.9K	Hold	138	–	–	﹤0.01%	378
2023 Q2	$22.7K	Hold	138	–	–	﹤0.01%	389
2023 Q1	$18.5K	Hold	138	–	–	﹤0.01%	405
2022 Q4	$14.8K	Hold	138	–	–	﹤0.01%	427
2022 Q3	$14.1K	Hold	138	–	–	﹤0.01%	402
2022 Q2	$15K	Hold	138	–	–	﹤0.01%	441
2022 Q1	$14K	Hold	138	–	–	﹤0.01%	416
2021 Q4	$16K	Hold	138	–	–	﹤0.01%	419
2021 Q3	$16.8K	Hold	138	–	–	﹤0.01%	416
2021 Q2	$13.1K	Sell	138 -200	-59%	-$19.6K	﹤0.01%	439
2021 Q1	$31.5K	Hold	338	–	–	﹤0.01%	377
2020 Q4	$24K	Buy	+338	New	+$21.3K	﹤0.01%	390

Other funds holding AN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return