SOA Wealth Advisors’s AutoNation AN Stock Holding History

SOA Wealth 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
2023 Q2	–	Sell	-1	Closed	-$134	–	940
2023 Q1	$134	Hold	1	–	–	﹤0.01%	924
2022 Q4	$107	Hold	1	–	–	﹤0.01%	938
2022 Q3	$0	Hold	1	–	–	﹤0.01%	816
2022 Q2	$0	Hold	1	–	–	﹤0.01%	807
2022 Q1	$0	Hold	1	–	–	﹤0.01%	893
2021 Q4	$0	Hold	1	–	–	﹤0.01%	868
2021 Q3	$0	Buy	+1	New	+$113	﹤0.01%	887

Other funds holding AN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

SOA Wealth Advisors's AN Position: Q2 2023 in Review

SOA Wealth Advisors sold out of AutoNation (AN) in Q2 2023, closing a stake of 1 share — an estimated $134 sold.

SOA Wealth Advisors first reported a position in AN in Q3 2021 and held it in 7 quarters. The position peaked at $134 in Q1 2023. 436 funds tracked by Wall St. Rank hold AN as of Q2 2023.

SOA Wealth Advisors reported no remaining AutoNation position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 1 AutoNation share in Q2 2023, an estimated $134.
SOA Wealth Advisors first reported a position in AutoNation in Q3 2021 and held it in 7 quarters.
SOA Wealth Advisors's AutoNation position peaked at $134 in Q1 2023.
436 funds tracked by Wall St. Rank held AutoNation as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.