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Stratos Wealth Partners’s Lithia Motors LAD Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-14
Closed -$1K – 1735
2018
Q3 		$1K Buy
+14
New +$1.23K ﹤0.01% 2853
2018
Q2 		– Sell
-100
Closed -$10K – 1858
2018
Q1 		$10K Buy
100
+92
+1,150% +$10.4K ﹤0.01% 2322
2017
Q4 		$1K Buy
+8
New +$930 ﹤0.01% 2721

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stratos Wealth Partners's LAD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Lithia Motors (LAD) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in LAD in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 226 funds tracked by Wall St. Rank hold LAD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Lithia Motors position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 14 Lithia Motors shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Lithia Motors in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Lithia Motors position peaked at $10K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.