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Bartlett & Co Wealth Management’s Advance Auto Parts AAP Stock Holding History

Bartlett & Co 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
2023
Q3 		– Sell
-34
Closed -$2.39K – 1177
2023
Q2 		$2.39K Hold
34
– – ﹤0.01% 1052
2023
Q1 		$4.13K Hold
34
– – ﹤0.01% 921
2022
Q4 		$5K Buy
+34
New +$5.51K ﹤0.01% 921
2019
Q3 		– Sell
-14
Closed -$2.16K – 873
2019
Q2 		$2.16K Buy
+14
New +$2.27K ﹤0.01% 671

Other funds holding AAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Bartlett & Co Wealth Management's AAP Position: Q3 2023 in Review

Bartlett & Co Wealth Management sold out of Advance Auto Parts (AAP) in Q3 2023, closing a stake of 34 shares — an estimated $2.39K sold.

Bartlett & Co Wealth Management first reported a position in AAP in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2022. 413 funds tracked by Wall St. Rank hold AAP as of Q3 2023.

  • Bartlett & Co Wealth Management reported no remaining Advance Auto Parts position as of Q3 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 34 Advance Auto Parts shares in Q3 2023, an estimated $2.39K.
  • Bartlett & Co Wealth Management first reported a position in Advance Auto Parts in Q2 2019 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Advance Auto Parts position peaked at $5K in Q4 2022.
  • 413 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2023, filed 14 Feb 2024.