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Valley Wealth Managers’s Lithia Motors LAD Stock Holding History

Valley Wealth Managers’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
-350
Closed -$71.7K – 374
2022
Q4 		$71.7K Sell
350
-374
-52% -$79.9K 0.01% 209
2022
Q3 		$155K Hold
724
– – 0.02% 181
2022
Q2 		$199K Sell
724
-219
-23% -$63.8K 0.02% 181
2022
Q1 		$283K Buy
943
+48
+5% +$15K 0.02% 164
2021
Q4 		$266K Buy
895
+127
+17% +$39.2K 0.02% 175
2021
Q3 		$243K Buy
+768
New +$267K 0.02% 174

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Valley Wealth Managers's LAD Position: Q1 2023 in Review

Valley Wealth Managers sold out of Lithia Motors (LAD) in Q1 2023, closing a stake of 350 shares — an estimated $71.7K sold.

Valley Wealth Managers first reported a position in LAD in Q3 2021 and held it in 6 quarters. The position peaked at $283K in Q1 2022. 375 funds tracked by Wall St. Rank hold LAD as of Q1 2023.

  • Valley Wealth Managers reported no remaining Lithia Motors position as of Q1 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 350 Lithia Motors shares in Q1 2023, an estimated $71.7K.
  • Valley Wealth Managers first reported a position in Lithia Motors in Q3 2021 and held it in 6 quarters.
  • Valley Wealth Managers's Lithia Motors position peaked at $283K in Q1 2022.
  • 375 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2023.

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