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Edge Wealth Management’s Advance Auto Parts AAP Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-12
Closed -$3K – 94
2021
Q4 		$3K Hold
12
– – ﹤0.01% 372
2021
Q3 		$3K Buy
+12
New +$2.5K ﹤0.01% 373
2019
Q1 		– Sell
-245
Closed -$39K – 555
2018
Q4 		$39K Hold
245
– – 0.01% 263
2018
Q3 		$41K Hold
245
– – 0.01% 275
2018
Q2 		$33K Buy
+245
New +$29.8K 0.01% 291

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edge Wealth Management's AAP Position: Q1 2022 in Review

Edge Wealth Management sold out of Advance Auto Parts (AAP) in Q1 2022, closing a stake of 12 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in AAP in Q2 2018 and held it in 5 quarters. The position peaked at $41K in Q3 2018. 669 funds tracked by Wall St. Rank hold AAP as of Q1 2022.

  • Edge Wealth Management reported no remaining Advance Auto Parts position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 12 Advance Auto Parts shares in Q1 2022, an estimated $3K.
  • Edge Wealth Management first reported a position in Advance Auto Parts in Q2 2018 and held it in 5 quarters.
  • Edge Wealth Management's Advance Auto Parts position peaked at $41K in Q3 2018.
  • 669 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.