Mason Investment Advisory Services’s Advance Auto Parts AAP Stock Holding History

Mason Investment Advisory Services’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 Q2	–	Sell	-6,495	Closed	-$1.19M	–	95
2021 Q1	$1.19M	Sell	6,495 -1,977	-23%	-$332K	0.12%	41
2020 Q4	$1.33M	Buy	8,472 +97	+1%	+$15K	0.16%	30
2020 Q3	$1.29M	Hold	8,375	–	–	0.18%	22
2020 Q2	$1.19M	Hold	8,375	–	–	0.18%	26
2020 Q1	$782K	Sell	8,375 -1,056	-11%	-$137K	0.13%	44
2019 Q4	$1.51M	Hold	9,431	–	–	0.22%	25
2019 Q3	$1.56M	Buy	9,431 +807	+9%	+$121K	0.25%	20
2019 Q2	$1.33M	Buy	8,624 +738	+9%	+$120K	0.22%	28
2019 Q1	$1.34M	Buy	+7,886	New	+$1.27M	0.37%	22

Other funds holding AAP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Mason Investment Advisory Services's AAP Position: Q2 2021 in Review

Mason Investment Advisory Services sold out of Advance Auto Parts (AAP) in Q2 2021, closing a stake of 6,495 shares — an estimated $1.19M sold.

Mason Investment Advisory Services first reported a position in AAP in Q1 2019 and held it in 9 quarters. The position peaked at $1.56M in Q3 2019. 578 funds tracked by Wall St. Rank hold AAP as of Q2 2021.

Mason Investment Advisory Services reported no remaining Advance Auto Parts position as of Q2 2021 after selling out during the quarter.
Mason Investment Advisory Services sold 6,495 Advance Auto Parts shares in Q2 2021, an estimated $1.19M.
Mason Investment Advisory Services first reported a position in Advance Auto Parts in Q1 2019 and held it in 9 quarters.
Mason Investment Advisory Services's Advance Auto Parts position peaked at $1.56M in Q3 2019.
578 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2021.

Based on Mason Investment Advisory Services's 13F filing for Q2 2021, filed 6 Aug 2024.