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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 $580B AUM 38.23% 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 $66.1B AUM 33.53% 1-Year Est. Return
Longview Partners
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Starboard Value
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
abrdn Investment Management
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Janus Henderson Investors US
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Polaris Wealth Advisory Group's AAP Position: Q4 2015 in Review

Polaris Wealth Advisory Group sold out of Advance Auto Parts (AAP) in Q4 2015, closing a stake of 43,301 shares — an estimated $8.21M sold.

Polaris Wealth Advisory Group first reported a position in AAP in Q1 2015 and held it in 3 quarters. The position peaked at $8.21M in Q3 2015. 500 funds tracked by Wall St. Rank hold AAP as of Q4 2015.

  • Polaris Wealth Advisory Group reported no remaining Advance Auto Parts position as of Q4 2015 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 43,301 Advance Auto Parts shares in Q4 2015, an estimated $8.21M.
  • Polaris Wealth Advisory Group first reported a position in Advance Auto Parts in Q1 2015 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Advance Auto Parts position peaked at $8.21M in Q3 2015.
  • 500 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2015, filed 12 Feb 2016.