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Pension & Wealth Management Advisors’s Advance Auto Parts AAP Stock Holding History

Pension & Wealth Management 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
2023
Q2 		– Sell
-125
Closed -$15.2K – 270
2023
Q1 		$15.2K Buy
+125
New +$17.5K 0.01% 204

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pension & Wealth Management Advisors's AAP Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 125 shares — an estimated $15.2K sold.

Pension & Wealth Management Advisors first reported a position in AAP in Q1 2023 and held it in 1 quarter. The position peaked at $15.2K in Q1 2023. 498 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 125 Advance Auto Parts shares in Q2 2023, an estimated $15.2K.
  • Pension & Wealth Management Advisors first reported a position in Advance Auto Parts in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Advance Auto Parts position peaked at $15.2K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.