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WealthPLAN Partners’s AutoNation AN Stock Holding History

WealthPLAN Partners’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
Q4 		– Sell
-1,508
Closed -$228K – 321
2023
Q3 		$228K Sell
1,508
-288
-16% -$45.9K 0.03% 286
2023
Q2 		$296K Sell
1,796
-645
-26% -$89.5K 0.04% 243
2023
Q1 		$328K Sell
2,441
-5,159
-68% -$662K 0.04% 239
2022
Q4 		$1.06M Buy
+7,600
New +$840K 0.07% 171
2022
Q1 		$502K Buy
4,328
+203
+5% +$22.4K 0.03% 249
2021
Q4 		$450K Buy
+4,125
New +$496K 0.03% 265
2016
Q3 		$2.2K Buy
+45
New +$2.21K ﹤0.01% 845

Other funds holding AN

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WealthPLAN Partners's AN Position: Q4 2023 in Review

WealthPLAN Partners sold out of AutoNation (AN) in Q4 2023, closing a stake of 1,508 shares — an estimated $228K sold.

WealthPLAN Partners first reported a position in AN in Q3 2016 and held it in 7 quarters. The position peaked at $1.06M in Q4 2022. 443 funds tracked by Wall St. Rank hold AN as of Q4 2023.

  • WealthPLAN Partners reported no remaining AutoNation position as of Q4 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,508 AutoNation shares in Q4 2023, an estimated $228K.
  • WealthPLAN Partners first reported a position in AutoNation in Q3 2016 and held it in 7 quarters.
  • WealthPLAN Partners's AutoNation position peaked at $1.06M in Q4 2022.
  • 443 funds tracked by Wall St. Rank held AutoNation as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.