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Total Clarity Wealth Management’s Penske Automotive Group PAG Stock Holding History

Total Clarity Wealth Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,500
Closed -$126K – 460
2019
Q4 		$126K Buy
+2,500
New +$124K 0.09% 161

Other funds holding PAG

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Clarity Wealth Management's PAG Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Penske Automotive Group (PAG) in Q1 2020, closing a stake of 2,500 shares — an estimated $126K sold.

Total Clarity Wealth Management first reported a position in PAG in Q4 2019 and held it in 1 quarter. The position peaked at $126K in Q4 2019. 187 funds tracked by Wall St. Rank hold PAG as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Penske Automotive Group position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 2,500 Penske Automotive Group shares in Q1 2020, an estimated $126K.
  • Total Clarity Wealth Management first reported a position in Penske Automotive Group in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Penske Automotive Group position peaked at $126K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.