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TCI Wealth Advisors’s Lithia Motors LAD Stock Holding History

TCI 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
-31
Closed -$7.1K – 1288
2023
Q1 		$7.1K Sell
31
-7
-18% -$1.7K ﹤0.01% 1294
2022
Q4 		$7.78K Hold
38
– – ﹤0.01% 1240
2022
Q3 		$8K Buy
38
+2
+6% +$523 ﹤0.01% 1160
2022
Q2 		$10K Hold
36
– – ﹤0.01% 1015
2022
Q1 		$11K Hold
36
– – ﹤0.01% 1044
2021
Q4 		$11K Sell
36
-32
-47% -$9.88K ﹤0.01% 1099
2021
Q3 		$22K Hold
68
– – ﹤0.01% 646
2021
Q2 		$23K Sell
68
-16
-19% -$5.79K ﹤0.01% 571
2021
Q1 		$33K Buy
84
+48
+133% +$17.2K 0.01% 457
2020
Q4 		$11K Hold
36
– – ﹤0.01% 627
2020
Q3 		$8K Hold
36
– – ﹤0.01% 634
2020
Q2 		$5K Buy
+36
New +$4.12K ﹤0.01% 747
2020
Q1 		– Sell
-16
Closed -$2K – 1638
2019
Q4 		$2K Hold
16
– – ﹤0.01% 1161
2019
Q3 		$2K Buy
+16
New +$2.04K ﹤0.01% 1094
2018
Q4 		– Sell
-10
Closed -$1K – 1545
2018
Q3 		$1K Sell
10
-7
-41% -$617 ﹤0.01% 1256
2018
Q2 		$2K Buy
17
+10
+143% +$990 ﹤0.01% 1093
2018
Q1 		$1K Hold
7
– – ﹤0.01% 1169
2017
Q4 		$1K Hold
7
– – ﹤0.01% 1219
2017
Q3 		$1K Hold
7
– – ﹤0.01% 1145
2017
Q2 		$1K Buy
+7
New +$633 ﹤0.01% 1159
2016
Q2 		– Sell
-22
Closed -$2K – 1343
2016
Q1 		$2K Buy
+22
New +$1.89K ﹤0.01% 953

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

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

TCI Wealth Advisors sold out of Lithia Motors (LAD) in Q2 2023, closing a stake of 31 shares — an estimated $7.1K sold.

TCI Wealth Advisors first reported a position in LAD in Q1 2016 and held it in 21 quarters. The position peaked at $33K in Q1 2021. 369 funds tracked by Wall St. Rank hold LAD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Lithia Motors position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 31 Lithia Motors shares in Q2 2023, an estimated $7.1K.
  • TCI Wealth Advisors first reported a position in Lithia Motors in Q1 2016 and held it in 21 quarters.
  • TCI Wealth Advisors's Lithia Motors position peaked at $33K in Q1 2021.
  • 369 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.