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Patriot Financial Group Insurance Agency’s Penske Automotive Group PAG Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q3 		– Sell
-1,000
Closed -$75K – 2214
2021
Q2 		$75K Buy
+1,000
New +$83.7K 0.01% 709

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LSV Asset Management
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BAM
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American Century Companies
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BlackRock
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PAG Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Penske Automotive Group (PAG) in Q3 2021, closing a stake of 1,000 shares — an estimated $75K sold.

Patriot Financial Group Insurance Agency first reported a position in PAG in Q2 2021 and held it in 1 quarter. The position peaked at $75K in Q2 2021. 286 funds tracked by Wall St. Rank hold PAG as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Penske Automotive Group position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,000 Penske Automotive Group shares in Q3 2021, an estimated $75K.
  • Patriot Financial Group Insurance Agency first reported a position in Penske Automotive Group in Q2 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Penske Automotive Group position peaked at $75K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.