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

Perigon 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
2016
Q4 		– Sell
-200
Closed -$30K – 696
2016
Q3 		$30K Buy
+200
New +$32K 0.01% 351

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Perigon Wealth Management's AAP Position: Q4 2016 in Review

Perigon Wealth Management sold out of Advance Auto Parts (AAP) in Q4 2016, closing a stake of 200 shares — an estimated $30K sold.

Perigon Wealth Management first reported a position in AAP in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 520 funds tracked by Wall St. Rank hold AAP as of Q4 2016.

  • Perigon Wealth Management reported no remaining Advance Auto Parts position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 200 Advance Auto Parts shares in Q4 2016, an estimated $30K.
  • Perigon Wealth Management first reported a position in Advance Auto Parts in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Advance Auto Parts position peaked at $30K in Q3 2016.
  • 520 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.