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West Paces Advisors’s Penske Automotive Group PAG Stock Holding History

West Paces Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-49
Closed -$5.63K – 577
2022
Q4 		$5.63K Hold
49
– – ﹤0.01% 389
2022
Q3 		$4.82K Hold
49
– – ﹤0.01% 391
2022
Q2 		$5.13K Hold
49
– – ﹤0.01% 404
2022
Q1 		$4.59K Hold
49
– – ﹤0.01% 417
2021
Q4 		$5.25K Buy
49
+5
+11% +$523 ﹤0.01% 427
2021
Q3 		$4.43K Hold
44
– – ﹤0.01% 433
2021
Q2 		$3.32K Buy
+44
New +$3.68K ﹤0.01% 469

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

West Paces Advisors's PAG Position: Q1 2023 in Review

West Paces Advisors sold out of Penske Automotive Group (PAG) in Q1 2023, closing a stake of 49 shares — an estimated $5.63K sold.

West Paces Advisors first reported a position in PAG in Q2 2021 and held it in 7 quarters. The position peaked at $5.63K in Q4 2022. 332 funds tracked by Wall St. Rank hold PAG as of Q1 2023.

  • West Paces Advisors reported no remaining Penske Automotive Group position as of Q1 2023 after selling out during the quarter.
  • West Paces Advisors sold 49 Penske Automotive Group shares in Q1 2023, an estimated $5.63K.
  • West Paces Advisors first reported a position in Penske Automotive Group in Q2 2021 and held it in 7 quarters.
  • West Paces Advisors's Penske Automotive Group position peaked at $5.63K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2023.

Based on West Paces Advisors's 13F filing for Q1 2023, filed 18 Dec 2023.