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Provence Wealth Management Group’s Lithia Motors LAD Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$6.2K Hold
19
– – ﹤0.01% 343
2023
Q3 		$5.55K Buy
+19
New +$5.79K ﹤0.01% 345

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Provence Wealth Management Group's LAD Position: Q4 2023 in Review

Provence Wealth Management Group held its Lithia Motors (LAD) position steady in Q4 2023 at 19 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Provence Wealth Management Group first reported a position in LAD in Q3 2023 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold LAD as of Q4 2023.

  • Provence Wealth Management Group held 19 shares of Lithia Motors worth $6.2K as of Q4 2023.
  • Provence Wealth Management Group left its Lithia Motors share count unchanged in Q4 2023.
  • Lithia Motors made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #343 holding.
  • Provence Wealth Management Group first reported a position in Lithia Motors in Q3 2023 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.