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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marks Group Wealth Management's AAP Position: Q2 2023 in Review

Marks Group Wealth Management sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 36,328 shares — an estimated $4.42M sold.

Marks Group Wealth Management first reported a position in AAP in Q4 2019 and held it in 8 quarters. The position peaked at $5.81M in Q1 2022. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

Marks Group Wealth Management reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
Marks Group Wealth Management sold 36,328 Advance Auto Parts shares in Q2 2023, an estimated $4.42M.
Marks Group Wealth Management first reported a position in Advance Auto Parts in Q4 2019 and held it in 8 quarters.
Marks Group Wealth Management's Advance Auto Parts position peaked at $5.81M in Q1 2022.
497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Marks Group Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.