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Marcum Wealth’s Advance Auto Parts AAP Stock Holding History

Marcum Wealth’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
Q3 		– Sell
-1,201
Closed -$208K – 380
2022
Q2 		$208K Sell
1,201
-11
-0.9% -$2.18K 0.03% 296
2022
Q1 		$251K Buy
1,212
+318
+36% +$69.9K 0.03% 279
2021
Q4 		$214K Buy
+894
New +$204K 0.03% 314

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

Marcum Wealth's AAP Position: Q3 2022 in Review

Marcum Wealth sold out of Advance Auto Parts (AAP) in Q3 2022, closing a stake of 1,201 shares — an estimated $208K sold.

Marcum Wealth first reported a position in AAP in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q1 2022. 630 funds tracked by Wall St. Rank hold AAP as of Q3 2022.

  • Marcum Wealth reported no remaining Advance Auto Parts position as of Q3 2022 after selling out during the quarter.
  • Marcum Wealth sold 1,201 Advance Auto Parts shares in Q3 2022, an estimated $208K.
  • Marcum Wealth first reported a position in Advance Auto Parts in Q4 2021 and held it in 3 quarters.
  • Marcum Wealth's Advance Auto Parts position peaked at $251K in Q1 2022.
  • 630 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2022.

Based on Marcum Wealth's 13F filing for Q3 2022, filed 11 Oct 2022.