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Venturi Wealth Management’s AutoNation AN Stock Holding History

Venturi Wealth Management’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41
Closed -$6.96K – 626
2024
Q4 		$6.96K Sell
41
-241
-85% -$40.7K ﹤0.01% 1542
2024
Q3 		$50.5K Buy
282
+226
+404% +$38.8K ﹤0.01% 766
2024
Q2 		$8.93K Sell
56
-12
-18% -$1.96K ﹤0.01% 1128
2024
Q1 		$11.3K Buy
68
+2
+3% +$294 ﹤0.01% 906
2023
Q4 		$9.91K Sell
66
-21
-24% -$2.9K ﹤0.01% 879
2023
Q3 		$13.2K Buy
+87
New +$13.9K ﹤0.01% 743

Other funds holding AN

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Venturi Wealth Management's AN Position: Q1 2025 in Review

Venturi Wealth Management sold out of AutoNation (AN) in Q1 2025, closing a stake of 41 shares — an estimated $6.96K sold.

Venturi Wealth Management first reported a position in AN in Q3 2023 and held it in 6 quarters. The position peaked at $50.5K in Q3 2024. 467 funds tracked by Wall St. Rank hold AN as of Q1 2025.

  • Venturi Wealth Management reported no remaining AutoNation position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 41 AutoNation shares in Q1 2025, an estimated $6.96K.
  • Venturi Wealth Management first reported a position in AutoNation in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's AutoNation position peaked at $50.5K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held AutoNation as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.