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

Baystate 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
2020
Q1 		– Sell
-70
Closed -$11K – 590
2019
Q4 		$11K Buy
+70
New +$11.2K ﹤0.01% 389
2019
Q1 		– Sell
-6
Closed -$1K – 662
2018
Q4 		$1K Buy
+6
New +$1K ﹤0.01% 535
2017
Q4 		– Sell
-100
Closed -$9K – 668
2017
Q3 		$9K Hold
100
– – ﹤0.01% 355
2017
Q2 		$10K Hold
100
– – ﹤0.01% 338
2017
Q1 		$14K Hold
100
– – ﹤0.01% 298
2016
Q4 		$17K Buy
+100
New +$15.7K ﹤0.01% 243

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Baystate Wealth Management's AAP Position: Q1 2020 in Review

Baystate Wealth Management sold out of Advance Auto Parts (AAP) in Q1 2020, closing a stake of 70 shares — an estimated $11K sold.

Baystate Wealth Management first reported a position in AAP in Q4 2016 and held it in 6 quarters. The position peaked at $17K in Q4 2016. 469 funds tracked by Wall St. Rank hold AAP as of Q1 2020.

  • Baystate Wealth Management reported no remaining Advance Auto Parts position as of Q1 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 70 Advance Auto Parts shares in Q1 2020, an estimated $11K.
  • Baystate Wealth Management first reported a position in Advance Auto Parts in Q4 2016 and held it in 6 quarters.
  • Baystate Wealth Management's Advance Auto Parts position peaked at $17K in Q4 2016.
  • 469 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2020.

Based on Baystate Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.