LWM
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Liberty Wealth Management’s Advance Auto Parts AAP Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-286
Closed -$63K – 168
2021
Q3 		$63K Buy
286
+156
+120% +$32.5K 0.02% 375
2021
Q2 		$27K Hold
130
– – 0.01% 440
2021
Q1 		$19K Hold
130
– – 0.01% 466
2020
Q4 		$19K Sell
130
-1
-0.8% -$154 0.01% 463
2020
Q3 		$20K Sell
131
-29
-18% -$4.37K 0.01% 396
2020
Q2 		$23K Buy
160
+9
+6% +$1.14K 0.02% 355
2020
Q1 		$14K Sell
151
-2
-1% -$259 0.01% 411
2019
Q4 		$24K Hold
153
– – 0.02% 386
2019
Q3 		$25K Buy
153
+7
+5% +$1.05K 0.02% 361
2019
Q2 		$23K Buy
146
+110
+306% +$17.9K 0.02% 388
2019
Q1 		$6K Buy
+36
New +$5.81K ﹤0.01% 501

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return