WIM
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WealthPlan Investment Management’s AutoNation AN Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-7,600
Closed -$1.03M – 446
2022
Q4 		$1.03M Buy
7,600
+2,967
+64% +$328K 0.07% 173
2022
Q3 		$553K Buy
+4,633
New +$544K 0.04% 231
2022
Q1 		$502K Buy
+4,328
New +$478K 0.03% 249

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WealthPlan Investment Management's AN Position: Q1 2023 in Review

WealthPlan Investment Management sold out of AutoNation (AN) in Q1 2023, closing a stake of 7,600 shares — an estimated $1.03M sold.

WealthPlan Investment Management first reported a position in AN in Q1 2022 and held it in 3 quarters. The position peaked at $1.03M in Q4 2022. 427 funds tracked by Wall St. Rank hold AN as of Q1 2023.

  • WealthPlan Investment Management reported no remaining AutoNation position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 7,600 AutoNation shares in Q1 2023, an estimated $1.03M.
  • WealthPlan Investment Management first reported a position in AutoNation in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's AutoNation position peaked at $1.03M in Q4 2022.
  • 427 funds tracked by Wall St. Rank held AutoNation as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.