MorganRosel Wealth Management »

Penske Automotive shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Penske Automotive (PAG) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in Penske Automotive

Tip: Access up to 7 years of quarterly data

All positions including Penske Automotive held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Penske Automotive by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 6.5k 160.51
2023-09-30 $1.1M 6.7k 167.06
2023-06-30 $1.1M 6.7k 166.63
2023-03-31 $974k 6.9k 141.81
2022-12-31 $846k 7.4k 114.93
2022-09-30 $902k 9.2k 98.48
2022-06-30 $903k 8.6k 104.71
2022-03-31 $976k 10k 93.75
2021-12-31 $865k 8.1k 107.17

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Penske Automotive

BlackRock
Vanguard Group
Victory Capital Management
Dimensional Fund Advisors
Burgundy Asset Management
LSV Asset Management
AQR Capital Management
State Street Corporation
FMR
GAMCO Asset Management
Geode Capital Management
Goldman Sachs Group
Bank of New York Mellon
J. V. Bruni And Company
Private Management Group

View all funds holding Penske Automotive