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KPWS
Kestra Private Wealth Services’s
AutoNation
AN
Stock Holding History
Kestra Private Wealth Services’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
Q1
$1.25M
Buy
6,390
+20
+0.3%
+$4.04K
0.02%
733
2025
Q4
$1.32M
Buy
6,370
+82
+1%
+$17.1K
0.02%
690
2025
Q3
$1.38M
Buy
6,288
+55
+0.9%
+$11.6K
0.02%
654
2025
Q2
$1.24M
Sell
6,233
-132
-2%
-$23.8K
0.02%
661
2025
Q1
$1.03M
Sell
6,365
-70
-1%
-$12.5K
0.02%
669
2024
Q4
$1.09M
Sell
6,435
-15
-0.2%
-$2.53K
0.02%
616
2024
Q3
$1.15M
Sell
6,450
-20
-0.3%
-$3.44K
0.02%
569
2024
Q2
$1.03M
Buy
6,470
+150
+2%
+$24.5K
0.02%
565
2024
Q1
$1.05M
Sell
6,320
-1,040
-14%
-$153K
0.02%
545
2023
Q4
$1.11M
Sell
7,360
-20
-0.3%
-$2.76K
0.03%
499
2023
Q3
$1.12M
Buy
7,380
+2,000
+37%
+$319K
0.04%
431
2023
Q2
$886K
Hold
5,380
–
–
0.03%
475
2023
Q1
$723K
Sell
5,380
-2,180
-29%
-$280K
0.03%
494
2022
Q4
$811K
Buy
+7,560
New
+$836K
0.04%
410
2022
Q1
–
Sell
-6,065
Closed
-$709K
–
979
2021
Q4
$709K
Buy
6,065
+275
+5%
+$33.1K
0.03%
487
2021
Q3
$705K
Buy
5,790
+273
+5%
+$30.8K
0.04%
455
2021
Q2
$523K
Buy
+5,517
New
+$540K
0.03%
495
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1-Year Est. Return
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$1.91T AUM
VCM
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$4.04T AUM
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$35.3B AUM
33.54%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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