CWC
AAP icon

Carolinas Wealth Consulting’s Advance Auto Parts AAP Stock Holding History

Carolinas Wealth Consulting’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
-2
Closed -$243 – 1061
2023
Q1 		$243 Sell
2
-9
-82% -$1.26K ﹤0.01% 1046
2022
Q4 		$1.62K Buy
11
+9
+450% +$1.46K ﹤0.01% 834
2022
Q3 		$0 Hold
2
– – ﹤0.01% 872
2022
Q2 		$0 Hold
2
– – ﹤0.01% 878
2022
Q1 		$0 Hold
2
– – ﹤0.01% 905
2021
Q4 		$0 Hold
2
– – ﹤0.01% 954
2021
Q3 		$0 Hold
2
– – ﹤0.01% 929
2021
Q2 		$0 Hold
2
– – ﹤0.01% 938
2021
Q1 		$0 Hold
2
– – ﹤0.01% 933
2020
Q4 		$0 Hold
2
– – ﹤0.01% 858
2020
Q3 		$0 Hold
2
– – ﹤0.01% 927
2020
Q2 		$0 Buy
+2
New +$254 ﹤0.01% 648

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carolinas Wealth Consulting's AAP Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 2 shares — an estimated $243 sold.

Carolinas Wealth Consulting first reported a position in AAP in Q2 2020 and held it in 12 quarters. The position peaked at $1.62K in Q4 2022. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2 Advance Auto Parts shares in Q2 2023, an estimated $243.
  • Carolinas Wealth Consulting first reported a position in Advance Auto Parts in Q2 2020 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Advance Auto Parts position peaked at $1.62K in Q4 2022.
  • 497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.