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Realta Investment Advisors’s AutoNation AN Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-1,327
Closed -$211K – 371
2024
Q2 		$211K Sell
1,327
-278
-17% -$45.4K 0.04% 384
2024
Q1 		$266K Buy
1,605
+195
+14% +$28.7K 0.05% 342
2023
Q4 		$212K Buy
1,410
+72
+5% +$9.94K 0.05% 399
2023
Q3 		$220K Hold
1,338
– – 0.05% 366
2023
Q2 		$220K Sell
1,338
-189
-12% -$26.2K 0.05% 375
2023
Q1 		$205K Buy
+1,527
New +$196K 0.05% 383
2021
Q3 		– Sell
-2,515
Closed -$238K – 408
2021
Q2 		$238K Sell
2,515
-560
-18% -$54.9K 0.06% 340
2021
Q1 		$287K Hold
3,075
– – 0.08% 287
2020
Q4 		$215K Buy
+3,075
New +$193K 0.06% 297
2020
Q1 		– Sell
-2,814
Closed -$143K – 342
2019
Q4 		$143K Hold
2,814
– – 0.04% 414
2019
Q3 		$141K Hold
2,814
– – 0.04% 418
2019
Q2 		$118K Buy
2,814
+1,049
+59% +$41.7K 0.03% 458
2019
Q1 		$63K Buy
+1,765
New +$64K 0.03% 495

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Realta Investment Advisors's AN Position: Q3 2024 in Review

Realta Investment Advisors sold out of AutoNation (AN) in Q3 2024, closing a stake of 1,327 shares — an estimated $211K sold.

Realta Investment Advisors first reported a position in AN in Q1 2019 and held it in 13 quarters. The position peaked at $287K in Q1 2021. 438 funds tracked by Wall St. Rank hold AN as of Q3 2024.

  • Realta Investment Advisors reported no remaining AutoNation position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,327 AutoNation shares in Q3 2024, an estimated $211K.
  • Realta Investment Advisors first reported a position in AutoNation in Q1 2019 and held it in 13 quarters.
  • Realta Investment Advisors's AutoNation position peaked at $287K in Q1 2021.
  • 438 funds tracked by Wall St. Rank held AutoNation as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.