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Partnership Wealth Management’s Advance Auto Parts AAP Stock Holding History

Partnership Wealth Management’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
Q4 		– Sell
-110
Closed -$4.29K – 73
2024
Q3 		$4.29K Sell
110
-22,500
-100% -$1.19M ﹤0.01% 179
2024
Q2 		$1.43M Sell
22,610
-12,234
-35% -$876K 1.06% 24
2024
Q1 		$2.96M Sell
34,844
-28
-0.1% -$1.93K 2.08% 8
2023
Q4 		$2.33M Buy
+34,872
New +$1.91M 1.76% 17

Other funds holding AAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Partnership Wealth Management's AAP Position: Q4 2024 in Review

Partnership Wealth Management sold out of Advance Auto Parts (AAP) in Q4 2024, closing a stake of 110 shares — an estimated $4.29K sold.

Partnership Wealth Management first reported a position in AAP in Q4 2023 and held it in 4 quarters. The position peaked at $2.96M in Q1 2024. 362 funds tracked by Wall St. Rank hold AAP as of Q4 2024.

  • Partnership Wealth Management reported no remaining Advance Auto Parts position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 110 Advance Auto Parts shares in Q4 2024, an estimated $4.29K.
  • Partnership Wealth Management first reported a position in Advance Auto Parts in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Advance Auto Parts position peaked at $2.96M in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.