SPC
AN icon

Sigma Planning Corp’s AutoNation AN Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-2,086
Closed -$346K – 1192
2024
Q1 		$346K Buy
+2,086
New +$307K 0.01% 895
2023
Q4 		– Sell
-2,662
Closed -$403K – 853
2023
Q3 		$403K Sell
2,662
-373
-12% -$59.5K 0.02% 798
2023
Q2 		$500K Sell
3,035
-1,146
-27% -$159K 0.02% 739
2023
Q1 		$562K Sell
4,181
-109
-3% -$14K 0.02% 751
2022
Q4 		$460K Sell
4,290
-1,612
-27% -$178K 0.02% 789
2022
Q3 		$601K Sell
5,902
-819
-12% -$96.1K 0.02% 662
2022
Q2 		$751K Sell
6,721
-1,158
-15% -$131K 0.03% 588
2022
Q1 		$785K Sell
7,879
-657
-8% -$72.6K 0.02% 643
2021
Q4 		$997K Sell
8,536
-1,115
-12% -$134K 0.03% 547
2021
Q3 		$1.18M Sell
9,651
-1,760
-15% -$199K 0.04% 488
2021
Q2 		$1.08M Sell
11,411
-507
-4% -$49.7K 0.03% 525
2021
Q1 		$1.11M Sell
11,918
-525
-4% -$42.1K 0.04% 464
2020
Q4 		$868K Buy
12,443
+3,842
+45% +$242K 0.03% 483
2020
Q3 		$455K Sell
8,601
-369
-4% -$19.2K 0.02% 640
2020
Q2 		$337K Sell
8,970
-17
-0.2% -$615 0.01% 737
2020
Q1 		$252K Sell
8,987
-444
-5% -$18.3K 0.02% 709
2019
Q4 		$459K Buy
9,431
+769
+9% +$38.9K 0.02% 625
2019
Q3 		$439K Sell
8,662
-462
-5% -$21.8K 0.02% 619
2019
Q2 		$383K Buy
9,124
+20
+0.2% +$796 0.02% 640
2019
Q1 		$325K Buy
9,104
+2,409
+36% +$87.3K 0.02% 647
2018
Q4 		$239K Sell
6,695
-1,009
-13% -$38.2K 0.02% 687
2018
Q3 		$320K Buy
7,704
+2,154
+39% +$99.7K 0.02% 658
2018
Q2 		$270K Buy
+5,550
New +$263K 0.02% 694

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's AN Position: Q2 2024 in Review

Sigma Planning Corp sold out of AutoNation (AN) in Q2 2024, closing a stake of 2,086 shares — an estimated $346K sold.

Sigma Planning Corp first reported a position in AN in Q2 2018 and held it in 23 quarters. The position peaked at $1.18M in Q3 2021. 449 funds tracked by Wall St. Rank hold AN as of Q2 2024.

  • Sigma Planning Corp reported no remaining AutoNation position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 2,086 AutoNation shares in Q2 2024, an estimated $346K.
  • Sigma Planning Corp first reported a position in AutoNation in Q2 2018 and held it in 23 quarters.
  • Sigma Planning Corp's AutoNation position peaked at $1.18M in Q3 2021.
  • 449 funds tracked by Wall St. Rank held AutoNation as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.