Laffer Tengler Investments’s Advance Auto Parts AAP Stock Holding History

Laffer Tengler Investments’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	-3,665	Closed	-$446K	–	386
2023 Q1	$446K	Hold	3,665	–	–	0.12%	144
2022 Q4	$539K	Buy	3,665 +3,332	+1,001%	+$540K	0.16%	137
2022 Q3	$52.1K	Hold	333	–	–	0.02%	272
2022 Q2	$57.6K	Buy	+333	New	+$66K	0.02%	265
2019 Q2	–	Sell	-20,394	Closed	-$3.48M	–	101
2019 Q1	$3.48M	Hold	20,394	–	–	0.93%	20
2018 Q4	$3.21M	Hold	20,394	–	–	0.95%	16
2018 Q3	$3.43M	Hold	20,394	–	–	0.85%	24
2018 Q2	$2.77M	Hold	20,394	–	–	0.71%	40
2018 Q1	$2.42M	Buy	20,394 +11,289	+124%	+$1.29M	0.6%	70
2017 Q4	$908K	Hold	9,105	–	–	0.23%	152
2017 Q3	$903K	Sell	9,105 -630	-6%	-$63.6K	0.24%	151
2017 Q2	$1.14M	Hold	9,735	–	–	0.29%	151
2017 Q1	$1.44M	Hold	9,735	–	–	0.38%	142
2016 Q4	$1.65M	Buy	+9,735	New	+$1.53M	0.44%	124

Other funds holding AAP

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laffer Tengler Investments's AAP Position: Q2 2023 in Review

Laffer Tengler Investments sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 3,665 shares — an estimated $446K sold.

Laffer Tengler Investments first reported a position in AAP in Q4 2016 and held it in 14 quarters. The position peaked at $3.48M in Q1 2019. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

Laffer Tengler Investments reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
Laffer Tengler Investments sold 3,665 Advance Auto Parts shares in Q2 2023, an estimated $446K.
Laffer Tengler Investments first reported a position in Advance Auto Parts in Q4 2016 and held it in 14 quarters.
Laffer Tengler Investments's Advance Auto Parts position peaked at $3.48M in Q1 2019.
497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Laffer Tengler Investments's 13F filing for Q2 2023, filed 14 Aug 2023.