AE Wealth Management’s Advance Auto Parts AAP Stock Holding History

AE Wealth Management’s Portfolio AAP Stock Details AAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,756	Closed	-$275K	–	1813
2022 Q3	$275K	Sell	1,756 -26	-1%	-$4.75K	﹤0.01%	1504
2022 Q2	$308K	Sell	1,782 -13,112	-88%	-$2.6M	﹤0.01%	1428
2022 Q1	$3.08M	Buy	14,894 +7,212	+94%	+$1.59M	0.02%	583
2021 Q4	$1.84M	Buy	7,682 +709	+10%	+$162K	0.01%	722
2021 Q3	$1.46M	Buy	6,973 +181	+3%	+$37.7K	0.01%	753
2021 Q2	$1.39M	Sell	6,792 -1,706	-20%	-$335K	0.01%	730
2021 Q1	$1.56M	Buy	8,498 +835	+11%	+$140K	0.02%	643
2020 Q4	$1.21M	Sell	7,663 -1,845	-19%	-$285K	0.01%	656
2020 Q3	$1.46M	Buy	9,508 +5,401	+132%	+$813K	0.02%	520
2020 Q2	$585K	Buy	+4,107	New	+$522K	0.01%	814

Other funds holding AAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AE Wealth Management's AAP Position: Q4 2022 in Review

AE Wealth Management sold out of Advance Auto Parts (AAP) in Q4 2022, closing a stake of 1,756 shares — an estimated $275K sold.

AE Wealth Management first reported a position in AAP in Q2 2020 and held it in 10 quarters. The position peaked at $3.08M in Q1 2022. 653 funds tracked by Wall St. Rank hold AAP as of Q4 2022.

AE Wealth Management reported no remaining Advance Auto Parts position as of Q4 2022 after selling out during the quarter.
AE Wealth Management sold 1,756 Advance Auto Parts shares in Q4 2022, an estimated $275K.
AE Wealth Management first reported a position in Advance Auto Parts in Q2 2020 and held it in 10 quarters.
AE Wealth Management's Advance Auto Parts position peaked at $3.08M in Q1 2022.
653 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.