L.M. Kohn & Company’s Advance Auto Parts AAP Stock Holding History

L.M. Kohn & Company’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	-2,735	Closed	-$333K	–	237
2023 Q1	$333K	Buy	+2,735	New	+$383K	0.14%	152

Other funds holding AAP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

L.M. Kohn & Company's AAP Position: Q2 2023 in Review

L.M. Kohn & Company sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 2,735 shares — an estimated $333K sold.

L.M. Kohn & Company first reported a position in AAP in Q1 2023 and held it in 1 quarter. The position peaked at $333K in Q1 2023. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

L.M. Kohn & Company reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
L.M. Kohn & Company sold 2,735 Advance Auto Parts shares in Q2 2023, an estimated $333K.
L.M. Kohn & Company first reported a position in Advance Auto Parts in Q1 2023 and held it in 1 quarter.
L.M. Kohn & Company's Advance Auto Parts position peaked at $333K in Q1 2023.
497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on L.M. Kohn & Company's 13F filing for Q2 2023, filed 8 Aug 2023.