PWAG
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Polaris Wealth Advisory Group’s Advance Auto Parts AAP Stock Holding History

Polaris Wealth Advisory Group’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
2015
Q4 		– Sell
-43,301
Closed -$8.21M – 141
2015
Q3 		$8.21M Buy
43,301
+5,867
+16% +$1.02M 1.68% 20
2015
Q2 		$5.96M Buy
37,434
+5,321
+17% +$813K 1.19% 35
2015
Q1 		$4.81M Buy
+32,113
New +$4.95M 0.87% 50

Other funds holding AAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return