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Heritage Wealth Management (Arizona)’s Penske Automotive Group PAG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-5
Closed – – 1040
2022
Q1 		$0 Buy
+5
New +$506 ﹤0.01% 993

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BAM
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BlackRock
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Goldman Sachs
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Bank of America
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
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Heritage Wealth Management (Arizona)'s PAG Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Penske Automotive Group (PAG) in Q2 2022, closing a stake of 5 shares.

Heritage Wealth Management (Arizona) first reported a position in PAG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 326 funds tracked by Wall St. Rank hold PAG as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Penske Automotive Group position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 5 Penske Automotive Group shares in Q2 2022.
  • Heritage Wealth Management (Arizona) first reported a position in Penske Automotive Group in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Penske Automotive Group position peaked at $0 in Q1 2022.
  • 326 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.