MGWM
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Marks Group Wealth Management’s Advance Auto Parts AAP Stock Holding History

Marks Group 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
-36,328
Closed -$4.42M – 277
2023
Q1 		$4.42M Buy
36,328
+2,518
+7% +$352K 0.56% 76
2022
Q4 		$4.97M Buy
33,810
+3,503
+12% +$567K 0.68% 68
2022
Q3 		$4.74M Buy
30,307
+1,632
+6% +$298K 0.72% 61
2022
Q2 		$4.96M Buy
28,675
+581
+2% +$115K 0.72% 67
2022
Q1 		$5.81M Buy
28,094
+12,882
+85% +$2.83M 0.73% 58
2021
Q4 		$3.65M Buy
+15,212
New +$3.47M 0.44% 82
2020
Q2 		– Sell
-38,671
Closed -$3.6M – 239
2020
Q1 		$3.6M Buy
38,671
+10,371
+37% +$1.34M 0.93% 55
2019
Q4 		$4.53M Buy
+28,300
New +$4.53M 0.89% 41

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
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 $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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 $564B AUM 30.12% 1-Year Est. Return