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Concord Wealth Partners’s Advance Auto Parts AAP Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-114
Closed -$6.38K – 805
2023
Q3 		$6.38K Buy
114
+20
+21% +$1.34K ﹤0.01% 683
2023
Q2 		$6.61K Buy
+94
New +$9.67K ﹤0.01% 663
2023
Q1 		– Sell
-23
Closed -$3.38K – 990
2022
Q4 		$3.38K Buy
+23
New +$3.73K ﹤0.01% 842
2022
Q3 		– Sell
-14
Closed -$2K – 162
2022
Q2 		$2K Buy
14
+6
+75% +$1.19K ﹤0.01% 983
2022
Q1 		$2K Hold
8
– – ﹤0.01% 1057
2021
Q4 		$2K Buy
+8
New +$1.83K ﹤0.01% 1093
2021
Q3 		– Sell
-8
Closed -$2K – 895
2021
Q2 		$2K Buy
+8
New +$1.57K ﹤0.01% 860

Other funds holding AAP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return