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Wealthspire Advisors (Maryland)’s AutoNation AN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-408
Closed -$15K – 532
2019
Q1 		$15K Buy
408
+40
+11% +$1.45K ﹤0.01% 1377
2018
Q4 		$13K Sell
368
-65
-15% -$2.46K ﹤0.01% 1364
2018
Q3 		$18K Sell
433
-3
-0.7% -$139 ﹤0.01% 1335
2018
Q2 		$21K Sell
436
-14
-3% -$663 ﹤0.01% 1292
2018
Q1 		$21K Buy
450
+7
+2% +$374 ﹤0.01% 1275
2017
Q4 		$23K Buy
443
+7
+2% +$355 ﹤0.01% 1278
2017
Q3 		$21K Sell
436
-53
-11% -$2.29K ﹤0.01% 1283
2017
Q2 		$21K Buy
489
+87
+22% +$3.54K ﹤0.01% 1247
2017
Q1 		$17K Buy
402
+4
+1% +$191 ﹤0.01% 1137
2016
Q4 		$19K Sell
398
-12
-3% -$557 ﹤0.01% 1030
2016
Q3 		$20K Buy
410
+5
+1% +$246 ﹤0.01% 1048
2016
Q2 		$19K Hold
405
– – ﹤0.01% 999
2016
Q1 		$19K Hold
405
– – ﹤0.01% 981
2015
Q4 		$24K Buy
+405
New +$25.1K ﹤0.01% 912

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RP
RBS Partners Bay Harbor Islands, Florida $155M AUM 153.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AutoNation (AN) in Q2 2019, closing a stake of 408 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in AN in Q4 2015 and held it in 14 quarters. The position peaked at $24K in Q4 2015. 238 funds tracked by Wall St. Rank hold AN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AutoNation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 408 AutoNation shares in Q2 2019, an estimated $15K.
  • Wealthspire Advisors (Maryland) first reported a position in AutoNation in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s AutoNation position peaked at $24K in Q4 2015.
  • 238 funds tracked by Wall St. Rank held AutoNation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.