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SOA Wealth Advisors’s Lithia Motors LAD Stock Holding History

SOA 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
2023
Q2 		– Sell
-1
Closed -$229 – 962
2023
Q1 		$229 Hold
1
– – ﹤0.01% 893
2022
Q4 		$205 Hold
1
– – ﹤0.01% 904
2022
Q3 		$0 Hold
1
– – ﹤0.01% 912
2022
Q2 		$0 Hold
1
– – ﹤0.01% 929
2022
Q1 		$0 Hold
1
– – ﹤0.01% 958
2021
Q4 		$0 Hold
1
– – ﹤0.01% 931
2021
Q3 		$0 Buy
+1
New +$348 ﹤0.01% 945

Other funds holding LAD

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

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

SOA Wealth Advisors sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 1 share — an estimated $229 sold.

SOA Wealth Advisors first reported a position in LAD in Q3 2021 and held it in 7 quarters. The position peaked at $229 in Q1 2023. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • SOA Wealth Advisors reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 Lithia Motors share in Q2 2023, an estimated $229.
  • SOA Wealth Advisors first reported a position in Lithia Motors in Q3 2021 and held it in 7 quarters.
  • SOA Wealth Advisors's Lithia Motors position peaked at $229 in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

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