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Seven Springs Wealth Group’s Penske Automotive Group PAG Stock Holding History

Seven Springs Wealth Group’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
Q1 		– Sell
-25
Closed -$1K – 220
2020
Q4 		$1K Buy
+25
New +$1.41K ﹤0.01% 221

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Seven Springs Wealth Group's PAG Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Penske Automotive Group (PAG) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in PAG in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 250 funds tracked by Wall St. Rank hold PAG as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining Penske Automotive Group position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 25 Penske Automotive Group shares in Q1 2021, an estimated $1K.
  • Seven Springs Wealth Group first reported a position in Penske Automotive Group in Q4 2020 and held it in 1 quarter.
  • Seven Springs Wealth Group's Penske Automotive Group position peaked at $1K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.