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Walkner Condon Financial Advisors’s Lithia Motors LAD Stock Holding History

Walkner Condon Financial Advisors’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
2021
Q4 		– Sell
-685
Closed -$217K – 153
2021
Q3 		$217K Buy
685
+2
+0.3% +$696 0.11% 132
2021
Q2 		$233K Sell
683
-1
-0.1% -$362 0.09% 154
2021
Q1 		$267K Buy
+684
New +$246K 0.1% 144

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Walkner Condon Financial Advisors's LAD Position: Q4 2021 in Review

Walkner Condon Financial Advisors sold out of Lithia Motors (LAD) in Q4 2021, closing a stake of 685 shares — an estimated $217K sold.

Walkner Condon Financial Advisors first reported a position in LAD in Q1 2021 and held it in 3 quarters. The position peaked at $267K in Q1 2021. 430 funds tracked by Wall St. Rank hold LAD as of Q4 2021.

  • Walkner Condon Financial Advisors reported no remaining Lithia Motors position as of Q4 2021 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 685 Lithia Motors shares in Q4 2021, an estimated $217K.
  • Walkner Condon Financial Advisors first reported a position in Lithia Motors in Q1 2021 and held it in 3 quarters.
  • Walkner Condon Financial Advisors's Lithia Motors position peaked at $267K in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.