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Wetzel Investment Advisors’s Lithia Motors LAD Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-4
Closed -$1.2K – 548
2024
Q2 		$1.2K Hold
4
– – ﹤0.01% 794
2024
Q1 		$1.04K Hold
4
– – ﹤0.01% 929
2023
Q4 		$1K Buy
+4
New +$1.1K ﹤0.01% 947

Other funds holding LAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Wetzel Investment Advisors's LAD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Lithia Motors (LAD) in Q3 2024, closing a stake of 4 shares — an estimated $1.2K sold.

Wetzel Investment Advisors first reported a position in LAD in Q4 2023 and held it in 3 quarters. The position peaked at $1.2K in Q2 2024. 405 funds tracked by Wall St. Rank hold LAD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Lithia Motors position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 4 Lithia Motors shares in Q3 2024, an estimated $1.2K.
  • Wetzel Investment Advisors first reported a position in Lithia Motors in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Lithia Motors position peaked at $1.2K in Q2 2024.
  • 405 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.