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Heritage Wealth Management (Arizona)’s AutoNation AN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$10.7K Buy
100
+50
+100% +$5.53K ﹤0.01% 766
2022
Q3 		$5K Hold
50
– – ﹤0.01% 747
2022
Q2 		$5.59K Hold
50
– – ﹤0.01% 749
2022
Q1 		$5K Buy
+50
New +$5.53K ﹤0.01% 787
2021
Q3 		$43K Hold
350
– – 0.02% 469
2021
Q2 		$33K Buy
350
+165
+89% +$16.2K 0.01% 504
2021
Q1 		$17K Buy
+185
New +$14.8K 0.01% 505

Other funds holding AN

Vanguard Group
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its AutoNation (AN) stake by 100% in Q4 2022, buying an estimated $5.53K and bringing the position to 100 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Heritage Wealth Management (Arizona) first reported a position in AN in Q1 2021 and has held it in 7 quarters since. The position peaked at $43K in Q3 2021. 424 funds tracked by Wall St. Rank hold AN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 100 shares of AutoNation worth $10.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 50 AutoNation shares in Q4 2022, an estimated $5.53K.
  • AutoNation made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #766 holding.
  • Heritage Wealth Management (Arizona) first reported a position in AutoNation in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s AutoNation position peaked at $43K in Q3 2021.
  • 424 funds tracked by Wall St. Rank held AutoNation as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.