LWA
PAG icon

Lenox Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

Lenox Wealth Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16
Closed -$2K – 931
2021
Q4 		$2K Buy
+16
New +$1.67K ﹤0.01% 745
2014
Q1 		– Sell
-46
Closed -$2K – 295
2013
Q4 		$2K Buy
+46
New +$1.97K ﹤0.01% 319

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's PAG Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Penske Automotive Group (PAG) in Q1 2022, closing a stake of 16 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in PAG in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 321 funds tracked by Wall St. Rank hold PAG as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Penske Automotive Group position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 16 Penske Automotive Group shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Penske Automotive Group in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Penske Automotive Group position peaked at $2K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.