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Walden Wealth Partners’s Penske Automotive Group PAG Stock Holding History

Walden Wealth Partners’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
2024
Q2 		$248K Hold
1,663
– – 0.14% 72
2024
Q1 		$253K Hold
1,663
– – 0.15% 76
2023
Q4 		$267K Buy
+1,663
New +$255K 0.17% 71

Other funds holding PAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walden Wealth Partners's PAG Position: Q2 2024 in Review

Walden Wealth Partners held its Penske Automotive Group (PAG) position steady in Q2 2024 at 1,663 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #72.

Walden Wealth Partners first reported a position in PAG in Q4 2023 and has held it in 3 quarters since. The position peaked at $267K in Q4 2023. 351 funds tracked by Wall St. Rank hold PAG as of Q2 2024.

  • Walden Wealth Partners held 1,663 shares of Penske Automotive Group worth $248K as of Q2 2024.
  • Walden Wealth Partners left its Penske Automotive Group share count unchanged in Q2 2024.
  • Penske Automotive Group made up 0.14% of Walden Wealth Partners's portfolio in Q2 2024, its #72 holding.
  • Walden Wealth Partners first reported a position in Penske Automotive Group in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Penske Automotive Group position peaked at $267K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.