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Laurel Wealth Advisors (California)’s Lithia Motors LAD Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q3 		– Sell
-1,449
Closed -$399K – 647
2022
Q2 		$399K Sell
1,449
-375
-21% -$109K 0.04% 413
2022
Q1 		$547K Sell
1,824
-9
-0.5% -$2.81K 0.05% 383
2021
Q4 		$545K Buy
+1,833
New +$566K 0.04% 423

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LAD Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 1,449 shares — an estimated $399K sold.

Laurel Wealth Advisors (California) first reported a position in LAD in Q4 2021 and held it in 3 quarters. The position peaked at $547K in Q1 2022. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,449 Lithia Motors shares in Q3 2022, an estimated $399K.
  • Laurel Wealth Advisors (California) first reported a position in Lithia Motors in Q4 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Lithia Motors position peaked at $547K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.