Lenox Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

Lenox 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
2022 Q1	$0	Hold	1	–	–	﹤0.01%	749
2021 Q4	$0	Hold	1	–	–	﹤0.01%	951
2021 Q3	$0	Buy	+1	New	+$208	﹤0.01%	710
2017 Q2	–	Sell	-130	Closed	-$19K	–	99
2017 Q1	$19K	Hold	130	–	–	0.01%	66
2016 Q4	$22K	Sell	130 -35	-21%	-$5.5K	0.01%	76
2016 Q3	$25K	Buy	165 +35	+27%	+$5.59K	0.01%	125
2016 Q2	$21K	Hold	130	–	–	0.01%	129
2016 Q1	$21K	Hold	130	–	–	0.01%	127
2015 Q4	$20K	Hold	130	–	–	0.01%	134
2015 Q3	$25K	Hold	130	–	–	0.01%	123
2015 Q2	$21K	Hold	130	–	–	0.01%	100
2015 Q1	$19K	Hold	130	–	–	0.01%	130
2014 Q4	$21K	Buy	+130	New	+$19.1K	0.01%	131

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's AAP Position: Q1 2022 in Review

Lenox Wealth Advisors held its Advance Auto Parts (AAP) position steady in Q1 2022 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Lenox Wealth Advisors first reported a position in AAP in Q4 2014 and has held it in 13 quarters since. The position peaked at $25K in Q3 2016. 669 funds tracked by Wall St. Rank hold AAP as of Q1 2022.

Lenox Wealth Advisors held 1 share of Advance Auto Parts worth $0 as of Q1 2022.
Lenox Wealth Advisors left its Advance Auto Parts share count unchanged in Q1 2022.
Advance Auto Parts made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #749 holding.
Lenox Wealth Advisors first reported a position in Advance Auto Parts in Q4 2014 and has held it in 13 quarters since.
Lenox Wealth Advisors's Advance Auto Parts position peaked at $25K in Q3 2016.
669 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.