Impact Partnership Wealth’s AutoNation AN Stock Holding History

Impact Partnership Wealth’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
2024 Q1	–	Sell	-6	Closed	-$901	–	708
2023 Q4	$901	Sell	6 -840	-99%	-$116K	﹤0.01%	763
2023 Q3	$128K	Buy	+846	New	+$135K	0.04%	270

Other funds holding AN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BWA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's AN Position: Q1 2024 in Review

Impact Partnership Wealth sold out of AutoNation (AN) in Q1 2024, closing a stake of 6 shares — an estimated $901 sold.

Impact Partnership Wealth first reported a position in AN in Q3 2023 and held it in 2 quarters. The position peaked at $128K in Q3 2023. 452 funds tracked by Wall St. Rank hold AN as of Q1 2024.

Impact Partnership Wealth reported no remaining AutoNation position as of Q1 2024 after selling out during the quarter.
Impact Partnership Wealth sold 6 AutoNation shares in Q1 2024, an estimated $901.
Impact Partnership Wealth first reported a position in AutoNation in Q3 2023 and held it in 2 quarters.
Impact Partnership Wealth's AutoNation position peaked at $128K in Q3 2023.
452 funds tracked by Wall St. Rank held AutoNation as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.