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Integrated Wealth Concepts’s Lithia Motors LAD Stock Holding History

Integrated Wealth Concepts’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-690
Closed -$208K – 1686
2024
Q1 		$208K Sell
690
-48
-7% -$14.2K ﹤0.01% 1506
2023
Q4 		$243K Buy
738
+24
+3% +$6.58K ﹤0.01% 1368
2023
Q3 		$211K Sell
714
-132
-16% -$40.2K ﹤0.01% 1385
2023
Q2 		$257K Buy
+846
New +$203K ﹤0.01% 1302

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Integrated Wealth Concepts's LAD Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 690 shares — an estimated $208K sold.

Integrated Wealth Concepts first reported a position in LAD in Q2 2023 and held it in 4 quarters. The position peaked at $257K in Q2 2023. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 690 Lithia Motors shares in Q2 2024, an estimated $208K.
  • Integrated Wealth Concepts first reported a position in Lithia Motors in Q2 2023 and held it in 4 quarters.
  • Integrated Wealth Concepts's Lithia Motors position peaked at $257K in Q2 2023.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.