TFO Wealth Partners’s Lithia Motors LAD Stock Holding History

TFO 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
2023 Q1	–	Sell	-7	Closed	-$1.01K	–	879
2022 Q4	$1.01K	Buy	+7	New	+$1.5K	﹤0.01%	364

Other funds holding LAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

TFO Wealth Partners's LAD Position: Q1 2023 in Review

TFO Wealth Partners sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 7 shares — an estimated $1.01K sold.

TFO Wealth Partners first reported a position in LAD in Q4 2022 and held it in 1 quarter. The position peaked at $1.01K in Q4 2022. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

TFO Wealth Partners reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 7 Lithia Motors shares in Q1 2023, an estimated $1.01K.
TFO Wealth Partners first reported a position in Lithia Motors in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Lithia Motors position peaked at $1.01K in Q4 2022.
375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.