Level Four Advisory Services’s Advance Auto Parts AAP Stock Holding History

Level Four Advisory Services’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	-2,026	Closed	-$246K	–	801
2023 Q1	$246K	Buy	2,026 +99	+5%	+$13.9K	0.02%	634
2022 Q4	$283K	Buy	+1,927	New	+$312K	0.02%	529
2021 Q3	–	Sell	-2,033	Closed	-$417K	–	459
2021 Q2	$417K	Buy	+2,033	New	+$399K	0.03%	451

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 $3.38T AUM 44.17% 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

Level Four Advisory Services's AAP Position: Q2 2023 in Review

Level Four Advisory Services sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 2,026 shares — an estimated $246K sold.

Level Four Advisory Services first reported a position in AAP in Q2 2021 and held it in 3 quarters. The position peaked at $417K in Q2 2021. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

Level Four Advisory Services reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
Level Four Advisory Services sold 2,026 Advance Auto Parts shares in Q2 2023, an estimated $246K.
Level Four Advisory Services first reported a position in Advance Auto Parts in Q2 2021 and held it in 3 quarters.
Level Four Advisory Services's Advance Auto Parts position peaked at $417K in Q2 2021.
497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.