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Wipfli Financial Advisors’s Lithia Motors LAD Stock Holding History

Wipfli Financial 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
2022
Q3 		$74K Buy
+347
New +$90.7K 0.01% 879

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wipfli Financial Advisors's LAD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Lithia Motors (LAD) in Q3 2022: 347 shares worth $74K. The stake represents 0.01% of the portfolio and ranks #879 among its holdings.

393 funds tracked by Wall St. Rank hold LAD as of Q3 2022.

  • Wipfli Financial Advisors held 347 shares of Lithia Motors worth $74K as of Q3 2022.
  • Lithia Motors was a new Wipfli Financial Advisors position in Q3 2022.
  • Lithia Motors made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #879 holding.
  • 393 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.