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Avantax Planning Partners’s Advance Auto Parts AAP Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-455
Closed -$77K – 280
2018
Q3 		$77K Buy
+455
New +$69.9K 0.01% 392
2018
Q2 		– Sell
-409
Closed -$48K – 240
2018
Q1 		$48K Buy
+409
New +$46.7K ﹤0.01% 537

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avantax Planning Partners's AAP Position: Q4 2018 in Review

Avantax Planning Partners sold out of Advance Auto Parts (AAP) in Q4 2018, closing a stake of 455 shares — an estimated $77K sold.

Avantax Planning Partners first reported a position in AAP in Q1 2018 and held it in 2 quarters. The position peaked at $77K in Q3 2018. 541 funds tracked by Wall St. Rank hold AAP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Advance Auto Parts position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 455 Advance Auto Parts shares in Q4 2018, an estimated $77K.
  • Avantax Planning Partners first reported a position in Advance Auto Parts in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Advance Auto Parts position peaked at $77K in Q3 2018.
  • 541 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.