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

Elevation 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
2024
Q3 		– Sell
-25
Closed -$1.58K – 480
2024
Q2 		$1.58K Buy
+25
New +$1.79K ﹤0.01% 456

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Elevation Wealth Partners's AAP Position: Q3 2024 in Review

Elevation Wealth Partners sold out of Advance Auto Parts (AAP) in Q3 2024, closing a stake of 25 shares — an estimated $1.58K sold.

Elevation Wealth Partners first reported a position in AAP in Q2 2024 and held it in 1 quarter. The position peaked at $1.58K in Q2 2024. 366 funds tracked by Wall St. Rank hold AAP as of Q3 2024.

  • Elevation Wealth Partners reported no remaining Advance Auto Parts position as of Q3 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 25 Advance Auto Parts shares in Q3 2024, an estimated $1.58K.
  • Elevation Wealth Partners first reported a position in Advance Auto Parts in Q2 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's Advance Auto Parts position peaked at $1.58K in Q2 2024.
  • 366 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2024.

Based on Elevation Wealth Partners's 13F filing for Q3 2024, filed 4 Oct 2024.