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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
2021
Q2 		– Sell
-2,000
Closed -$17K – 918
2021
Q1 		$17K Buy
+2,000
New +$335K ﹤0.01% 520

Other funds holding AAP

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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. 410 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.
  • 410 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.