Founders Financial Securities’s Advance Auto Parts AAP Stock Holding History

Founders Financial Securities’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
2023 Q2	–	Sell	-5,572	Closed	-$678K	–	321
2023 Q1	$678K	Sell	5,572 -1,044	-16%	-$146K	0.1%	170
2022 Q4	$973K	Buy	6,616 +414	+7%	+$67.1K	0.15%	139
2022 Q3	$970K	Sell	6,202 -199	-3%	-$36.4K	0.17%	120
2022 Q2	$1.11M	Buy	6,401 +241	+4%	+$47.8K	0.22%	92
2022 Q1	$1.27M	Sell	6,160 -237	-4%	-$52.1K	0.23%	92
2021 Q4	$1.53M	Buy	6,397 +354	+6%	+$80.9K	0.28%	78
2021 Q3	$1.26M	Buy	6,043 +294	+5%	+$61.3K	0.25%	84
2021 Q2	$1.18M	Buy	5,749 +4,143	+258%	+$813K	0.23%	93
2021 Q1	$295K	Buy	+1,606	New	+$269K	0.07%	202

Other funds holding AAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Founders Financial Securities's AAP Position: Q2 2023 in Review

Founders Financial Securities sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 5,572 shares — an estimated $678K sold.

Founders Financial Securities first reported a position in AAP in Q1 2021 and held it in 9 quarters. The position peaked at $1.53M in Q4 2021. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

Founders Financial Securities reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
Founders Financial Securities sold 5,572 Advance Auto Parts shares in Q2 2023, an estimated $678K.
Founders Financial Securities first reported a position in Advance Auto Parts in Q1 2021 and held it in 9 quarters.
Founders Financial Securities's Advance Auto Parts position peaked at $1.53M in Q4 2021.
497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Founders Financial Securities's 13F filing for Q2 2023, filed 11 Aug 2023.