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Wealthstreet Investment Advisors’s Lithia Motors LAD Stock Holding History

Wealthstreet Investment 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
2019
Q2 		– Sell
-5,150
Closed -$478K – 348
2019
Q1 		$478K Sell
5,150
-150
-3% -$13K 0.06% 232
2018
Q4 		$464K Sell
5,300
-100
-2% -$7.91K 0.07% 225
2018
Q3 		$441K Hold
5,400
– – 0.05% 252
2018
Q2 		$511K Hold
5,400
– – 0.07% 235
2018
Q1 		$543K Hold
5,400
– – 0.07% 223
2017
Q4 		$613K Buy
+5,400
New +$628K 0.07% 208

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 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 $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.37T AUM 44.26% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's LAD Position: Q2 2019 in Review

Wealthstreet Investment Advisors sold out of Lithia Motors (LAD) in Q2 2019, closing a stake of 5,150 shares — an estimated $478K sold.

Wealthstreet Investment Advisors first reported a position in LAD in Q4 2017 and held it in 6 quarters. The position peaked at $613K in Q4 2017. 268 funds tracked by Wall St. Rank hold LAD as of Q2 2019.

  • Wealthstreet Investment Advisors reported no remaining Lithia Motors position as of Q2 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,150 Lithia Motors shares in Q2 2019, an estimated $478K.
  • Wealthstreet Investment Advisors first reported a position in Lithia Motors in Q4 2017 and held it in 6 quarters.
  • Wealthstreet Investment Advisors's Lithia Motors position peaked at $613K in Q4 2017.
  • 268 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.