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Milestone Investment Advisors’s Advance Auto Parts AAP Stock Holding History

Milestone Investment Advisors’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
-200
Closed -$24.3K – 122
2023
Q1 		$24.3K Buy
+200
New +$28K 0.01% 255

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Invesco
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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
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Milestone Investment Advisors's AAP Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 200 shares — an estimated $24.3K sold.

Milestone Investment Advisors first reported a position in AAP in Q1 2023 and held it in 1 quarter. The position peaked at $24.3K in Q1 2023. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 200 Advance Auto Parts shares in Q2 2023, an estimated $24.3K.
  • Milestone Investment Advisors first reported a position in Advance Auto Parts in Q1 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Advance Auto Parts position peaked at $24.3K in Q1 2023.
  • 497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.