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PFG Private Wealth Management’s Penske Automotive Group PAG Stock Holding History

PFG Private Wealth Management’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
Q4 		– Sell
-23
Closed -$2K – 404
2022
Q3 		$2K Buy
+23
New +$2.57K ﹤0.01% 304

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFG Private Wealth Management's PAG Position: Q4 2022 in Review

PFG Private Wealth Management sold out of Penske Automotive Group (PAG) in Q4 2022, closing a stake of 23 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in PAG in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 325 funds tracked by Wall St. Rank hold PAG as of Q4 2022.

  • PFG Private Wealth Management reported no remaining Penske Automotive Group position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 23 Penske Automotive Group shares in Q4 2022, an estimated $2K.
  • PFG Private Wealth Management first reported a position in Penske Automotive Group in Q3 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Penske Automotive Group position peaked at $2K in Q3 2022.
  • 325 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.