Spire Wealth Management’s AutoNation AN Stock Holding History

Spire Wealth Management’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
2026 Q1	–	Sell	-4	Closed	-$826	–	2254
2025 Q4	$826	Buy	+4	New	+$832	﹤0.01%	2219
2025 Q2	–	Sell	-300	Closed	-$48.6K	–	2383
2025 Q1	$48.6K	Hold	300	–	–	﹤0.01%	1289
2024 Q4	$51K	Hold	300	–	–	﹤0.01%	1275
2024 Q3	$53.7K	Hold	300	–	–	﹤0.01%	1108
2024 Q2	$47.8K	Sell	300 -100	-25%	-$16.3K	﹤0.01%	1140
2024 Q1	$66.2K	Buy	400 +100	+33%	+$14.7K	﹤0.01%	1121
2023 Q4	$42.2K	Hold	300	–	–	﹤0.01%	1267
2023 Q3	$45.4K	Hold	300	–	–	﹤0.01%	1207
2023 Q2	$49.4K	Hold	300	–	–	﹤0.01%	1202
2023 Q1	$40.3K	Hold	300	–	–	﹤0.01%	1285
2022 Q4	$32K	Hold	300	–	–	﹤0.01%	1162
2022 Q3	$31K	Sell	300 -96	-24%	-$11.3K	﹤0.01%	1126
2022 Q2	$44K	Sell	396 -296	-43%	-$33.6K	﹤0.01%	1337
2022 Q1	$69K	Sell	692 -200	-22%	-$22.1K	﹤0.01%	1318
2021 Q4	$104K	Buy	892 +760	+576%	+$91.4K	﹤0.01%	1385
2021 Q3	$16K	Buy	132 +40	+43%	+$4.52K	﹤0.01%	1936
2021 Q2	$9K	Sell	92 -400	-81%	-$39.2K	﹤0.01%	2145
2021 Q1	$46K	Buy	+492	New	+$39.4K	﹤0.01%	1758

Other funds holding AN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

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

AQR Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return