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Carolina Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

Carolina 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
2023
Q2 		– Sell
-6,465
Closed -$786K – 256
2023
Q1 		$786K Sell
6,465
-15,762
-71% -$2.21M 0.46% 30
2022
Q4 		$3.27M Sell
22,227
-78
-0.3% -$12.6K 2.06% 22
2022
Q3 		$3.49M Buy
22,305
+282
+1% +$51.5K 2.74% 17
2022
Q2 		$3.81M Buy
+22,023
New +$4.37M 2.52% 19

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolina Wealth Advisors's AAP Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 6,465 shares — an estimated $786K sold.

Carolina Wealth Advisors first reported a position in AAP in Q2 2022 and held it in 4 quarters. The position peaked at $3.81M in Q2 2022. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 6,465 Advance Auto Parts shares in Q2 2023, an estimated $786K.
  • Carolina Wealth Advisors first reported a position in Advance Auto Parts in Q2 2022 and held it in 4 quarters.
  • Carolina Wealth Advisors's Advance Auto Parts position peaked at $3.81M in Q2 2022.
  • 497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.