NewEdge Wealth’s Advance Auto Parts AAP Stock Holding History

NewEdge 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 Q4	–	Sell	-1,351	Closed	-$211K	–	544
2022 Q3	$211K	Buy	+1,351	New	+$247K	0.01%	484

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CIP

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NewEdge Wealth's AAP Position: Q4 2022 in Review

NewEdge Wealth sold out of Advance Auto Parts (AAP) in Q4 2022, closing a stake of 1,351 shares — an estimated $211K sold.

NewEdge Wealth first reported a position in AAP in Q3 2022 and held it in 1 quarter. The position peaked at $211K in Q3 2022. 654 funds tracked by Wall St. Rank hold AAP as of Q4 2022.

NewEdge Wealth reported no remaining Advance Auto Parts position as of Q4 2022 after selling out during the quarter.
NewEdge Wealth sold 1,351 Advance Auto Parts shares in Q4 2022, an estimated $211K.
NewEdge Wealth first reported a position in Advance Auto Parts in Q3 2022 and held it in 1 quarter.
NewEdge Wealth's Advance Auto Parts position peaked at $211K in Q3 2022.
654 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2022.

Based on NewEdge Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.