JWA
AN icon

JFS Wealth Advisors’s AutoNation AN Stock Holding History

JFS 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
Q2 		$14.3K Buy
77
+2
+3% +$391 ﹤0.01% 861
2026
Q1 		$14.6K Sell
75
-4
-5% -$808 ﹤0.01% 824
2025
Q4 		$16.3K Buy
79
+15
+23% +$3.12K ﹤0.01% 810
2025
Q3 		$14K Hold
64
– – ﹤0.01% 792
2025
Q2 		$12.7K Hold
64
– – ﹤0.01% 790
2025
Q1 		$10.4K Hold
64
– – ﹤0.01% 873
2024
Q4 		$10.9K Hold
64
– – ﹤0.01% 824
2024
Q3 		$11.5K Buy
64
+2
+3% +$343 ﹤0.01% 806
2024
Q2 		$9.88K Sell
62
-1
-2% -$163 ﹤0.01% 801
2024
Q1 		$10.4K Sell
63
-2
-3% -$294 ﹤0.01% 805
2023
Q4 		$9.76K Sell
65
-1
-2% -$138 ﹤0.01% 779
2023
Q3 		$9.99K Hold
66
– – ﹤0.01% 731
2023
Q2 		$10.9K Sell
66
-4
-6% -$555 ﹤0.01% 705
2023
Q1 		$9.41K Hold
70
– – ﹤0.01% 737
2022
Q4 		$7.51K Buy
70
+1
+1% +$111 ﹤0.01% 821
2022
Q3 		$7K Sell
69
-9
-12% -$1.06K ﹤0.01% 839
2022
Q2 		$9K Buy
78
+16
+26% +$1.81K ﹤0.01% 779
2022
Q1 		$6K Buy
62
+33
+114% +$3.65K ﹤0.01% 947
2021
Q4 		$3K Buy
+29
New +$3.49K ﹤0.01% 905

Other funds holding AN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return