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Principle Wealth Partners’s Advance Auto Parts AAP Stock Holding History

Principle Wealth Partners’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
-2,010
Closed -$244K – 322
2023
Q1 		$244K Buy
2,010
+45
+2% +$6.3K 0.03% 286
2022
Q4 		$289K Buy
+1,965
New +$318K 0.03% 253

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's AAP Position: Q2 2023 in Review

Principle Wealth Partners sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 2,010 shares — an estimated $244K sold.

Principle Wealth Partners first reported a position in AAP in Q4 2022 and held it in 2 quarters. The position peaked at $289K in Q4 2022. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Principle Wealth Partners reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Principle Wealth Partners sold 2,010 Advance Auto Parts shares in Q2 2023, an estimated $244K.
  • Principle Wealth Partners first reported a position in Advance Auto Parts in Q4 2022 and held it in 2 quarters.
  • Principle Wealth Partners's Advance Auto Parts position peaked at $289K in Q4 2022.
  • 497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Principle Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.