Next Financial Group’s Advance Auto Parts AAP Stock Holding History

Next Financial Group’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 Q4	$9K	Buy	36 +21	+140%	+$4.8K	﹤0.01%	2204
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	2350
2021 Q2	$3K	Buy	15 +2	+15%	+$392	﹤0.01%	2297
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	2280
2020 Q4	$2K	Buy	+13	New	+$2K	﹤0.01%	2159
2018 Q4	–	Sell	-9	Closed	-$2K	–	1934
2018 Q3	$2K	Buy	+9	New	+$1.38K	﹤0.01%	1289
2017 Q4	–	Sell	-9	Closed	-$1K	–	279
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	1662
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	1802
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	1771
2016 Q4	$2K	Buy	+9	New	+$1.42K	﹤0.01%	2133
2015 Q2	–	Sell	-6,965	Closed	-$1.04M	–	1830
2015 Q1	$1.04M	Buy	6,965 +539	+8%	+$83.1K	0.33%	77
2014 Q4	$1.02M	Buy	+6,426	New	+$944K	0.34%	76

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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Next Financial Group's AAP Position: Q4 2021 in Review

Next Financial Group increased its Advance Auto Parts (AAP) stake by 140% in Q4 2021, buying an estimated $4.8K and bringing the position to 36 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Next Financial Group first reported a position in AAP in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.04M in Q1 2015. 657 funds tracked by Wall St. Rank hold AAP as of Q4 2021.

Next Financial Group held 36 shares of Advance Auto Parts worth $9K as of Q4 2021.
Next Financial Group bought 21 Advance Auto Parts shares in Q4 2021, an estimated $4.8K.
Advance Auto Parts made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2204 holding.
Next Financial Group first reported a position in Advance Auto Parts in Q4 2014 and has held it in 12 quarters since.
Next Financial Group's Advance Auto Parts position peaked at $1.04M in Q1 2015.
657 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.