Heritage Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

Heritage 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
2023 Q3	–	Sell	-150	Closed	-$10.5K	–	524
2023 Q2	$10.5K	Hold	150	–	–	﹤0.01%	432
2023 Q1	$18.2K	Hold	150	–	–	﹤0.01%	407
2022 Q4	$22.1K	Hold	150	–	–	﹤0.01%	399
2022 Q3	$23.5K	Hold	150	–	–	﹤0.01%	366
2022 Q2	$26K	Sell	150 -33	-18%	-$6.54K	﹤0.01%	394
2022 Q1	$38K	Hold	183	–	–	﹤0.01%	340
2021 Q4	$44K	Hold	183	–	–	﹤0.01%	342
2021 Q3	$38.2K	Sell	183 -150	-45%	-$31.3K	﹤0.01%	341
2021 Q2	$68.3K	Hold	333	–	–	﹤0.01%	294
2021 Q1	$61.1K	Buy	333 +33	+11%	+$5.54K	﹤0.01%	312
2020 Q4	$47K	Hold	300	–	–	﹤0.01%	330
2020 Q3	$46K	Hold	300	–	–	0.01%	272
2020 Q2	$42.7K	Hold	300	–	–	0.01%	266
2020 Q1	$28K	Buy	300 +150	+100%	+$19.4K	0.01%	290
2019 Q4	$24K	Hold	150	–	–	﹤0.01%	366
2019 Q3	$24K	Hold	150	–	–	﹤0.01%	334
2019 Q2	$23.1K	Hold	150	–	–	﹤0.01%	327
2019 Q1	$25.6K	Hold	150	–	–	﹤0.01%	279
2018 Q4	$23K	Hold	150	–	–	﹤0.01%	249
2018 Q3	$25K	Buy	+150	New	+$23.1K	﹤0.01%	250

Other funds holding AAP

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

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Heritage Wealth Advisors's AAP Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Advance Auto Parts (AAP) in Q3 2023, closing a stake of 150 shares — an estimated $10.5K sold.

Heritage Wealth Advisors first reported a position in AAP in Q3 2018 and held it in 20 quarters. The position peaked at $68.3K in Q2 2021. 413 funds tracked by Wall St. Rank hold AAP as of Q3 2023.

Heritage Wealth Advisors reported no remaining Advance Auto Parts position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 150 Advance Auto Parts shares in Q3 2023, an estimated $10.5K.
Heritage Wealth Advisors first reported a position in Advance Auto Parts in Q3 2018 and held it in 20 quarters.
Heritage Wealth Advisors's Advance Auto Parts position peaked at $68.3K in Q2 2021.
413 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.