Regent Peak Wealth Advisors’s Lithia Motors LAD Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-8	Closed	-$2K	–	596
2020 Q4	$2K	Buy	+8	New	+$2.19K	﹤0.01%	825

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Regent Peak Wealth Advisors's LAD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Lithia Motors (LAD) in Q1 2021, closing a stake of 8 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in LAD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 389 funds tracked by Wall St. Rank hold LAD as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Lithia Motors position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 8 Lithia Motors shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in Lithia Motors in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Lithia Motors position peaked at $2K in Q4 2020.
389 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.