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Wealthspire Advisors (Maryland)’s Lithia Motors LAD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-63
Closed -$6K – 1291
2019
Q1 		$6K Buy
63
+4
+7% +$348 ﹤0.01% 1753
2018
Q4 		$5K Sell
59
-44
-43% -$3.48K ﹤0.01% 1732
2018
Q3 		$8K Sell
103
-2
-2% -$176 ﹤0.01% 1611
2018
Q2 		$10K Hold
105
– – ﹤0.01% 1543
2018
Q1 		$11K Hold
105
– – ﹤0.01% 1527
2017
Q4 		$12K Buy
105
+50
+91% +$5.82K ﹤0.01% 1517
2017
Q3 		$7K Buy
55
+7
+15% +$732 ﹤0.01% 1690
2017
Q2 		$5K Buy
+48
New +$4.34K ﹤0.01% 1767

Other funds holding LAD

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Lithia Motors (LAD) in Q2 2019, closing a stake of 63 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in LAD in Q2 2017 and held it in 8 quarters. The position peaked at $12K in Q4 2017. 268 funds tracked by Wall St. Rank hold LAD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Lithia Motors position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 63 Lithia Motors shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Lithia Motors in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Lithia Motors position peaked at $12K in Q4 2017.
  • 268 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2019.

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