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Bell & Brown Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

Bell & Brown Wealth Advisors’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
Q2 		– Sell
-7,475
Closed -$849K – 83
2018
Q1 		$849K Sell
7,475
-225
-3% -$25.7K 0.89% 47
2017
Q4 		$768K Buy
+7,700
New +$708K 0.8% 53

Other funds holding AAP

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Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bell & Brown Wealth Advisors's AAP Position: Q2 2018 in Review

Bell & Brown Wealth Advisors sold out of Advance Auto Parts (AAP) in Q2 2018, closing a stake of 7,475 shares — an estimated $849K sold.

Bell & Brown Wealth Advisors first reported a position in AAP in Q4 2017 and held it in 2 quarters. The position peaked at $849K in Q1 2018. 461 funds tracked by Wall St. Rank hold AAP as of Q2 2018.

  • Bell & Brown Wealth Advisors reported no remaining Advance Auto Parts position as of Q2 2018 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 7,475 Advance Auto Parts shares in Q2 2018, an estimated $849K.
  • Bell & Brown Wealth Advisors first reported a position in Advance Auto Parts in Q4 2017 and held it in 2 quarters.
  • Bell & Brown Wealth Advisors's Advance Auto Parts position peaked at $849K in Q1 2018.
  • 461 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2018.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.