JWA
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JFS Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

JFS 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
2026
Q2 		$2.86K Buy
46
+18
+64% +$1.02K ﹤0.01% 1486
2026
Q1 		$1.48K Sell
28
-20
-42% -$1K ﹤0.01% 1587
2025
Q4 		$1.89K Buy
48
+17
+55% +$852 ﹤0.01% 1563
2025
Q3 		$1.9K Buy
31
+28
+933% +$1.66K ﹤0.01% 1452
2025
Q2 		$140 Buy
+3
New +$120 ﹤0.01% 1795
2025
Q1 		– Sell
-6
Closed -$284 – 1936
2024
Q4 		$284 Buy
6
+2
+50% +$81 ﹤0.01% 1831
2024
Q3 		$156 Sell
4
-28
-88% -$1.48K ﹤0.01% 1882
2024
Q2 		$2.03K Hold
32
– – ﹤0.01% 1424
2024
Q1 		$2.72K Hold
32
– – ﹤0.01% 1329
2023
Q4 		$1.95K Sell
32
-7
-18% -$383 ﹤0.01% 1450
2023
Q3 		$2.18K Buy
39
+25
+179% +$1.68K ﹤0.01% 1326
2023
Q2 		$985 Buy
14
+11
+367% +$1.13K ﹤0.01% 1612
2023
Q1 		$365 Sell
3
-37
-93% -$5.18K ﹤0.01% 1757
2022
Q4 		$5.88K Sell
40
-16
-29% -$2.59K ﹤0.01% 930
2022
Q3 		$9K Buy
56
+41
+273% +$7.49K ﹤0.01% 747
2022
Q2 		$3K Sell
15
-31
-67% -$6.15K ﹤0.01% 1135
2022
Q1 		$10K Buy
46
+27
+142% +$5.94K ﹤0.01% 777
2021
Q4 		$5K Buy
+19
New +$4.34K ﹤0.01% 778
2016
Q2 		– Sell
-8
Closed -$1K – 495
2016
Q1 		$1K Buy
+8
New +$1.2K ﹤0.01% 546

Other funds holding AAP

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return