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

Outlook 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
2022
Q4 		– Sell
-3,442
Closed -$538K – 171
2022
Q3 		$538K Sell
3,442
-19
-0.5% -$3.47K 0.24% 105
2022
Q2 		$599K Buy
+3,461
New +$686K 0.25% 111

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Outlook Wealth Advisors's AAP Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of Advance Auto Parts (AAP) in Q4 2022, closing a stake of 3,442 shares — an estimated $538K sold.

Outlook Wealth Advisors first reported a position in AAP in Q2 2022 and held it in 2 quarters. The position peaked at $599K in Q2 2022. 654 funds tracked by Wall St. Rank hold AAP as of Q4 2022.

  • Outlook Wealth Advisors reported no remaining Advance Auto Parts position as of Q4 2022 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,442 Advance Auto Parts shares in Q4 2022, an estimated $538K.
  • Outlook Wealth Advisors first reported a position in Advance Auto Parts in Q2 2022 and held it in 2 quarters.
  • Outlook Wealth Advisors's Advance Auto Parts position peaked at $599K in Q2 2022.
  • 654 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2022.

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