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

Selective 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
2022
Q4 		– Sell
-100
Closed -$16K – 127
2022
Q3 		$16K Hold
100
– – 0.01% 456
2022
Q2 		$17K Hold
100
– – 0.01% 485
2022
Q1 		$21K Hold
100
– – 0.01% 432
2021
Q4 		$24K Hold
100
– – 0.01% 383
2021
Q3 		$21K Hold
100
– – 0.01% 351
2021
Q2 		$21K Hold
100
– – 0.02% 272
2021
Q1 		$18K Buy
+100
New +$16.8K 0.02% 198

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Selective Wealth Management's AAP Position: Q4 2022 in Review

Selective Wealth Management sold out of Advance Auto Parts (AAP) in Q4 2022, closing a stake of 100 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in AAP in Q1 2021 and held it in 7 quarters. The position peaked at $24K in Q4 2021. 653 funds tracked by Wall St. Rank hold AAP as of Q4 2022.

  • Selective Wealth Management reported no remaining Advance Auto Parts position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Advance Auto Parts shares in Q4 2022, an estimated $16K.
  • Selective Wealth Management first reported a position in Advance Auto Parts in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's Advance Auto Parts position peaked at $24K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.