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Madison Wealth Management’s Advance Auto Parts AAP Stock Holding History

Madison 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
2023
Q2 		– Sell
-6,762
Closed -$822K – 153
2023
Q1 		$822K Sell
6,762
-73
-1% -$10.2K 0.18% 96
2022
Q4 		$1M Sell
6,835
-476
-7% -$77.1K 0.23% 88
2022
Q3 		$1.14M Buy
7,311
+443
+6% +$80.9K 0.28% 81
2022
Q2 		$1.19M Buy
6,868
+321
+5% +$63.7K 0.29% 79
2022
Q1 		$1.35M Buy
6,547
+530
+9% +$117K 0.28% 77
2021
Q4 		$1.44M Buy
6,017
+691
+13% +$158K 0.29% 77
2021
Q3 		$1.11M Buy
5,326
+206
+4% +$42.9K 0.24% 81
2021
Q2 		$1.05M Buy
5,120
+1,595
+45% +$313K 0.23% 84
2021
Q1 		$647K Buy
3,525
+350
+11% +$58.7K 0.16% 99
2020
Q4 		$500K Buy
3,175
+355
+13% +$54.8K 0.13% 96
2020
Q3 		$433K Buy
2,820
+280
+11% +$42.2K 0.13% 97
2020
Q2 		$362K Buy
2,540
+370
+17% +$47K 0.12% 94
2020
Q1 		$203K Buy
2,170
+20
+0.9% +$2.59K 0.08% 106
2019
Q4 		$344K Buy
+2,150
New +$345K 0.1% 111

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madison Wealth Management's AAP Position: Q2 2023 in Review

Madison Wealth Management sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 6,762 shares — an estimated $822K sold.

Madison Wealth Management first reported a position in AAP in Q4 2019 and held it in 14 quarters. The position peaked at $1.44M in Q4 2021. 498 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Madison Wealth Management reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Madison Wealth Management sold 6,762 Advance Auto Parts shares in Q2 2023, an estimated $822K.
  • Madison Wealth Management first reported a position in Advance Auto Parts in Q4 2019 and held it in 14 quarters.
  • Madison Wealth Management's Advance Auto Parts position peaked at $1.44M in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Madison Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.