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Stratos Wealth Partners’s AutoNation AN Stock Holding History

Stratos Wealth Partners’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
Q3 		– Sell
-1,334
Closed -$220K – 1284
2023
Q2 		$220K Buy
+1,334
New +$185K 0.01% 1067
2022
Q4 		– Sell
-2,232
Closed -$227K – 1137
2022
Q3 		$227K Buy
2,232
+96
+4% +$11.3K 0.01% 972
2022
Q2 		$239K Sell
2,136
-143
-6% -$16.2K 0.01% 1023
2022
Q1 		$227K Buy
2,279
+75
+3% +$8.29K 0.01% 1115
2021
Q4 		$258K Sell
2,204
-25
-1% -$3.01K 0.01% 1060
2021
Q3 		$271K Buy
+2,229
New +$252K 0.01% 978
2018
Q4 		– Sell
-5,280
Closed -$219K – 923
2018
Q3 		$219K Sell
5,280
-1,118
-17% -$51.7K 0.01% 808
2018
Q2 		$311K Sell
6,398
-100
-2% -$4.74K 0.01% 732
2018
Q1 		$304K Sell
6,498
-41
-0.6% -$2.19K 0.01% 715
2017
Q4 		$336K Sell
6,539
-176
-3% -$8.93K 0.02% 666
2017
Q3 		$319K Sell
6,715
-15,151
-69% -$656K 0.02% 662
2017
Q2 		$922K Buy
21,866
+846
+4% +$34.4K 0.05% 310
2017
Q1 		$889K Buy
+21,020
New +$1M 0.05% 303

Other funds holding AN

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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Stratos Wealth Partners's AN Position: Q3 2023 in Review

Stratos Wealth Partners sold out of AutoNation (AN) in Q3 2023, closing a stake of 1,334 shares — an estimated $220K sold.

Stratos Wealth Partners first reported a position in AN in Q1 2017 and held it in 13 quarters. The position peaked at $922K in Q2 2017. 436 funds tracked by Wall St. Rank hold AN as of Q3 2023.

  • Stratos Wealth Partners reported no remaining AutoNation position as of Q3 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,334 AutoNation shares in Q3 2023, an estimated $220K.
  • Stratos Wealth Partners first reported a position in AutoNation in Q1 2017 and held it in 13 quarters.
  • Stratos Wealth Partners's AutoNation position peaked at $922K in Q2 2017.
  • 436 funds tracked by Wall St. Rank held AutoNation as of Q3 2023.

Based on Stratos Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.