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Opal Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-26
Closed -$1.65K – 192
2024
Q2 		$1.65K Buy
+26
New +$1.86K ﹤0.01% 1002
2022
Q3 		– Sell
-1,210
Closed -$209K – 102
2022
Q2 		$209K Sell
1,210
-81
-6% -$16.1K 0.14% 100
2022
Q1 		$267K Sell
1,291
-122
-9% -$26.8K 0.23% 76
2021
Q4 		$339K Buy
+1,413
New +$323K 0.21% 76

Other funds holding AAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Opal Wealth Advisors's AAP Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Advance Auto Parts (AAP) in Q3 2024, closing a stake of 26 shares — an estimated $1.65K sold.

Opal Wealth Advisors first reported a position in AAP in Q4 2021 and held it in 4 quarters. The position peaked at $339K in Q4 2021. 366 funds tracked by Wall St. Rank hold AAP as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Advance Auto Parts position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 26 Advance Auto Parts shares in Q3 2024, an estimated $1.65K.
  • Opal Wealth Advisors first reported a position in Advance Auto Parts in Q4 2021 and held it in 4 quarters.
  • Opal Wealth Advisors's Advance Auto Parts position peaked at $339K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.