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SYSTM Wealth Solutions’s Lithia Motors LAD Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-102
Closed -$30.7K – 824
2024
Q1 		$30.7K Sell
102
-295
-74% -$87.2K ﹤0.01% 649
2023
Q4 		$131K Buy
+397
New +$109K 0.02% 425
2023
Q3 		– Sell
-754
Closed -$229K – 480
2023
Q2 		$229K Buy
+754
New +$181K 0.03% 433

Other funds holding LAD

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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

SYSTM Wealth Solutions's LAD Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Lithia Motors (LAD) in Q2 2024, closing a stake of 102 shares — an estimated $30.7K sold.

SYSTM Wealth Solutions first reported a position in LAD in Q2 2023 and held it in 3 quarters. The position peaked at $229K in Q2 2023. 375 funds tracked by Wall St. Rank hold LAD as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Lithia Motors position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 102 Lithia Motors shares in Q2 2024, an estimated $30.7K.
  • SYSTM Wealth Solutions first reported a position in Lithia Motors in Q2 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Lithia Motors position peaked at $229K in Q2 2023.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.