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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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $55.1B AUM 45.38% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.