SWMG
AAP icon

Signature Wealth Management Group’s Advance Auto Parts AAP Stock Holding History

Signature Wealth Management 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
2023
Q2 		– Sell
-19,910
Closed -$2.42M – 97
2023
Q1 		$2.42M Buy
19,910
+1,729
+10% +$242K 1.15% 38
2022
Q4 		$2.67M Sell
18,181
-728
-4% -$118K 1.31% 36
2022
Q3 		$2.96M Buy
+18,909
New +$3.45M 1.5% 33

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Signature Wealth Management Group's AAP Position: Q2 2023 in Review

Signature Wealth Management Group sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 19,910 shares — an estimated $2.42M sold.

Signature Wealth Management Group first reported a position in AAP in Q3 2022 and held it in 3 quarters. The position peaked at $2.96M in Q3 2022. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Signature Wealth Management Group reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Signature Wealth Management Group sold 19,910 Advance Auto Parts shares in Q2 2023, an estimated $2.42M.
  • Signature Wealth Management Group first reported a position in Advance Auto Parts in Q3 2022 and held it in 3 quarters.
  • Signature Wealth Management Group's Advance Auto Parts position peaked at $2.96M in Q3 2022.
  • 497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Signature Wealth Management Group's 13F filing for Q2 2023, filed 10 Jul 2023.