MWM
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MorganRosel Wealth Management’s AutoNation AN Stock Holding History

MorganRosel Wealth Management’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
2024
Q1 		– Sell
-4,866
Closed -$731K – 106
2023
Q4 		$731K Sell
4,866
-1,770
-27% -$244K 0.28% 59
2023
Q3 		$1M Sell
6,636
-101
-1% -$16.1K 0.42% 40
2023
Q2 		$1.11M Buy
+6,737
New +$935K 0.45% 32
2022
Q4 		– Sell
-7,727
Closed -$787K – 92
2022
Q3 		$787K Buy
7,727
+1,077
+16% +$126K 0.39% 47
2022
Q2 		$743K Sell
6,650
-1,967
-23% -$223K 0.4% 50
2022
Q1 		$858K Buy
8,617
+420
+5% +$46.4K 0.42% 49
2021
Q4 		$958K Buy
8,197
+1,957
+31% +$235K 0.47% 42
2021
Q3 		$760K Buy
+6,240
New +$705K 0.41% 48

Other funds holding AN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MorganRosel Wealth Management's AN Position: Q1 2024 in Review

MorganRosel Wealth Management sold out of AutoNation (AN) in Q1 2024, closing a stake of 4,866 shares — an estimated $731K sold.

MorganRosel Wealth Management first reported a position in AN in Q3 2021 and held it in 8 quarters. The position peaked at $1.11M in Q2 2023. 452 funds tracked by Wall St. Rank hold AN as of Q1 2024.

  • MorganRosel Wealth Management reported no remaining AutoNation position as of Q1 2024 after selling out during the quarter.
  • MorganRosel Wealth Management sold 4,866 AutoNation shares in Q1 2024, an estimated $731K.
  • MorganRosel Wealth Management first reported a position in AutoNation in Q3 2021 and held it in 8 quarters.
  • MorganRosel Wealth Management's AutoNation position peaked at $1.11M in Q2 2023.
  • 452 funds tracked by Wall St. Rank held AutoNation as of Q1 2024.

Based on MorganRosel Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.