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Forvis Mazars Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

Forvis Mazars Wealth Advisors’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
2017
Q3 		– Sell
-2,968
Closed -$346K – 223
2017
Q2 		$346K Buy
2,968
+951
+47% +$131K 0.04% 174
2017
Q1 		$299K Buy
+2,017
New +$324K 0.04% 173

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SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forvis Mazars Wealth Advisors's AAP Position: Q3 2017 in Review

Forvis Mazars Wealth Advisors sold out of Advance Auto Parts (AAP) in Q3 2017, closing a stake of 2,968 shares — an estimated $346K sold.

Forvis Mazars Wealth Advisors first reported a position in AAP in Q1 2017 and held it in 2 quarters. The position peaked at $346K in Q2 2017. 420 funds tracked by Wall St. Rank hold AAP as of Q3 2017.

  • Forvis Mazars Wealth Advisors reported no remaining Advance Auto Parts position as of Q3 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,968 Advance Auto Parts shares in Q3 2017, an estimated $346K.
  • Forvis Mazars Wealth Advisors first reported a position in Advance Auto Parts in Q1 2017 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Advance Auto Parts position peaked at $346K in Q2 2017.
  • 420 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2017, filed 13 Oct 2017.