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Jackson Grant Investment Advisers’s Advance Auto Parts AAP Stock Holding History

Jackson Grant Investment Advisers’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
-16
Closed -$1.95K – 416
2023
Q1 		$1.95K Buy
+16
New +$2.24K ﹤0.01% 394

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Grant Investment Advisers's AAP Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 16 shares — an estimated $1.95K sold.

Jackson Grant Investment Advisers first reported a position in AAP in Q1 2023 and held it in 1 quarter. The position peaked at $1.95K in Q1 2023. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 16 Advance Auto Parts shares in Q2 2023, an estimated $1.95K.
  • Jackson Grant Investment Advisers first reported a position in Advance Auto Parts in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Advance Auto Parts position peaked at $1.95K in Q1 2023.
  • 497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.