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

Gupta 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
2016
Q1 		$39K Sell
246
-117
-32% -$17.6K 0.01% 479
2015
Q4 		$55K Hold
363
– – 0.01% 409
2015
Q3 		$69K Hold
363
– – 0.02% 399
2015
Q2 		$58K Buy
363
+216
+147% +$33K 0.01% 437
2015
Q1 		$22K Buy
+147
New +$22.7K 0.01% 567

Other funds holding AAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Gupta Wealth Management's AAP Position: Q1 2016 in Review

Gupta Wealth Management reduced its Advance Auto Parts (AAP) stake by 32% in Q1 2016, selling an estimated $17.6K and leaving 246 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #479.

Gupta Wealth Management first reported a position in AAP in Q1 2015 and has held it in 5 quarters since. The position peaked at $69K in Q3 2015. 478 funds tracked by Wall St. Rank hold AAP as of Q1 2016.

  • Gupta Wealth Management held 246 shares of Advance Auto Parts worth $39K as of Q1 2016.
  • Gupta Wealth Management sold 117 Advance Auto Parts shares in Q1 2016, an estimated $17.6K.
  • Advance Auto Parts made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #479 holding.
  • Gupta Wealth Management first reported a position in Advance Auto Parts in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Advance Auto Parts position peaked at $69K in Q3 2015.
  • 478 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.