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

Focused 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
2024
Q1 		– Sell
-6
Closed -$391 – 208
2023
Q4 		$391 Hold
6
– – ﹤0.01% 929
2023
Q3 		$356 Hold
6
– – ﹤0.01% 939
2023
Q2 		$446 Hold
6
– – ﹤0.01% 960
2023
Q1 		$763 Hold
6
– – ﹤0.01% 902
2022
Q4 		$913 Hold
6
– – ﹤0.01% 878
2022
Q3 		$1K Hold
6
– – ﹤0.01% 799
2022
Q2 		$1K Hold
6
– – ﹤0.01% 780
2022
Q1 		$1K Sell
6
-7
-54% -$1.54K ﹤0.01% 839
2021
Q4 		$3K Buy
13
+7
+117% +$1.6K ﹤0.01% 744
2021
Q3 		$1K Sell
6
-274
-98% -$57.1K ﹤0.01% 852
2021
Q2 		$57K Buy
+280
New +$54.9K 0.01% 356

Other funds holding AAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Focused Wealth Management's AAP Position: Q1 2024 in Review

Focused Wealth Management sold out of Advance Auto Parts (AAP) in Q1 2024, closing a stake of 6 shares — an estimated $391 sold.

Focused Wealth Management first reported a position in AAP in Q2 2021 and held it in 11 quarters. The position peaked at $57K in Q2 2021. 409 funds tracked by Wall St. Rank hold AAP as of Q1 2024.

  • Focused Wealth Management reported no remaining Advance Auto Parts position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 6 Advance Auto Parts shares in Q1 2024, an estimated $391.
  • Focused Wealth Management first reported a position in Advance Auto Parts in Q2 2021 and held it in 11 quarters.
  • Focused Wealth Management's Advance Auto Parts position peaked at $57K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.