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MorganRosel Wealth Management’s Asbury Automotive ABG Stock Holding History

MorganRosel Wealth Management’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18
Closed -$4.29K – 111
2025
Q2 		$4.29K Hold
18
– – ﹤0.01% 293
2025
Q1 		$3.98K Buy
+18
New +$4.7K ﹤0.01% 292

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ACM
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IC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MorganRosel Wealth Management's ABG Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Asbury Automotive (ABG) in Q3 2025, closing a stake of 18 shares — an estimated $4.29K sold.

MorganRosel Wealth Management first reported a position in ABG in Q1 2025 and held it in 2 quarters. The position peaked at $4.29K in Q2 2025. 331 funds tracked by Wall St. Rank hold ABG as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Asbury Automotive position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 18 Asbury Automotive shares in Q3 2025, an estimated $4.29K.
  • MorganRosel Wealth Management first reported a position in Asbury Automotive in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Asbury Automotive position peaked at $4.29K in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Asbury Automotive as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.