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Paces Ferry Wealth Advisors’s Lithia Motors LAD Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-137
Closed -$31K – 662
2020
Q3 		$31K Buy
+137
New +$30.8K 0.03% 281

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Paces Ferry Wealth Advisors's LAD Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Lithia Motors (LAD) in Q4 2020, closing a stake of 137 shares — an estimated $31K sold.

Paces Ferry Wealth Advisors first reported a position in LAD in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 367 funds tracked by Wall St. Rank hold LAD as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Lithia Motors position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 137 Lithia Motors shares in Q4 2020, an estimated $31K.
  • Paces Ferry Wealth Advisors first reported a position in Lithia Motors in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Lithia Motors position peaked at $31K in Q3 2020.
  • 367 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.