LWM
AAP icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's AAP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Advance Auto Parts (AAP) in Q4 2021, closing a stake of 286 shares — an estimated $63K sold.

Liberty Wealth Management first reported a position in AAP in Q1 2019 and held it in 11 quarters. The position peaked at $63K in Q3 2021. 658 funds tracked by Wall St. Rank hold AAP as of Q4 2021.

  • Liberty Wealth Management reported no remaining Advance Auto Parts position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 286 Advance Auto Parts shares in Q4 2021, an estimated $63K.
  • Liberty Wealth Management first reported a position in Advance Auto Parts in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's Advance Auto Parts position peaked at $63K in Q3 2021.
  • 658 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.