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Venture Visionary Partners’s Lithia Motors LAD Stock Holding History

Venture Visionary 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
2022
Q3 		– Sell
-50
Closed -$13.7K – 1052
2022
Q2 		$13.7K Buy
+50
New +$14.6K ﹤0.01% 1145

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Venture Visionary Partners's LAD Position: Q3 2022 in Review

Venture Visionary Partners sold out of Lithia Motors (LAD) in Q3 2022, closing a stake of 50 shares — an estimated $13.7K sold.

Venture Visionary Partners first reported a position in LAD in Q2 2022 and held it in 1 quarter. The position peaked at $13.7K in Q2 2022. 393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • Venture Visionary Partners reported no remaining Lithia Motors position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 50 Lithia Motors shares in Q3 2022, an estimated $13.7K.
  • Venture Visionary Partners first reported a position in Lithia Motors in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Lithia Motors position peaked at $13.7K in Q2 2022.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.