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HWA
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
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30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Fuller & Thaler Asset Management
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$29.7B AUM
43.33%
1-Year Est. Return
CIP
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$7.88B AUM
6.82%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Marshall Wace
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$93.4B AUM
35.1%
1-Year Est. Return
Squarepoint
New York
$46.5B AUM
20.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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