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Personal CFO Solutions’s Advance Auto Parts AAP Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-4,837
Closed -$271K – 512
2023
Q3 		$271K Buy
4,837
+657
+16% +$44K 0.05% 346
2023
Q2 		$294K Buy
4,180
+627
+18% +$64.5K 0.06% 335
2023
Q1 		$432K Buy
3,553
+359
+11% +$50.2K 0.09% 221
2022
Q4 		$470K Buy
+3,194
New +$517K 0.1% 199
2022
Q2 		– Sell
-1,064
Closed -$220K – 431
2022
Q1 		$220K Buy
1,064
+55
+5% +$12.1K 0.04% 419
2021
Q4 		$242K Buy
+1,009
New +$230K 0.05% 391

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Personal CFO Solutions's AAP Position: Q4 2023 in Review

Personal CFO Solutions sold out of Advance Auto Parts (AAP) in Q4 2023, closing a stake of 4,837 shares — an estimated $271K sold.

Personal CFO Solutions first reported a position in AAP in Q4 2021 and held it in 6 quarters. The position peaked at $470K in Q4 2022. 374 funds tracked by Wall St. Rank hold AAP as of Q4 2023.

  • Personal CFO Solutions reported no remaining Advance Auto Parts position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 4,837 Advance Auto Parts shares in Q4 2023, an estimated $271K.
  • Personal CFO Solutions first reported a position in Advance Auto Parts in Q4 2021 and held it in 6 quarters.
  • Personal CFO Solutions's Advance Auto Parts position peaked at $470K in Q4 2022.
  • 374 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.