Berman Capital Advisors’s Advance Auto Parts AAP Stock Holding History

Berman Capital 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
2021 Q3	$41K	Buy	198 +59	+42%	+$12.3K	0.01%	752
2021 Q2	$28K	Buy	139 +21	+18%	+$4.12K	﹤0.01%	781
2021 Q1	$21K	Sell	118 -10	-8%	-$1.68K	﹤0.01%	758
2020 Q4	$20K	Hold	128	–	–	﹤0.01%	666
2020 Q3	$19K	Sell	128 -7	-5%	-$1.05K	0.01%	591
2020 Q2	$19K	Buy	135 +31	+30%	+$3.94K	0.01%	547
2020 Q1	$9K	Hold	104	–	–	﹤0.01%	679
2019 Q4	$16K	Hold	104	–	–	﹤0.01%	583
2019 Q3	$17K	Sell	104 -117	-53%	-$17.6K	0.01%	547
2019 Q2	$33K	Buy	221 +140	+173%	+$22.7K	0.01%	388
2019 Q1	$13K	Buy	81 +24	+42%	+$3.88K	﹤0.01%	567
2018 Q4	$8K	Buy	+57	New	+$9.52K	﹤0.01%	545

Other funds holding AAP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's AAP Position: Q3 2021 in Review

Berman Capital Advisors increased its Advance Auto Parts (AAP) stake by 42% in Q3 2021, buying an estimated $12.3K and bringing the position to 198 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #752.

Berman Capital Advisors first reported a position in AAP in Q4 2018 and has held it in 12 quarters since. 589 funds tracked by Wall St. Rank hold AAP as of Q3 2021.

Berman Capital Advisors held 198 shares of Advance Auto Parts worth $41K as of Q3 2021.
Berman Capital Advisors bought 59 Advance Auto Parts shares in Q3 2021, an estimated $12.3K.
Advance Auto Parts made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #752 holding.
Berman Capital Advisors first reported a position in Advance Auto Parts in Q4 2018 and has held it in 12 quarters since.
589 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.