SW
AAP icon

Simplicity Wealth’s Advance Auto Parts AAP Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-4,044
Closed -$256K – 495
2024
Q2 		$256K Buy
4,044
+1,609
+66% +$115K 0.01% 1007
2024
Q1 		$207K Buy
+2,435
New +$168K ﹤0.01% 1057

Other funds holding AAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Simplicity Wealth's AAP Position: Q3 2024 in Review

Simplicity Wealth sold out of Advance Auto Parts (AAP) in Q3 2024, closing a stake of 4,044 shares — an estimated $256K sold.

Simplicity Wealth first reported a position in AAP in Q1 2024 and held it in 2 quarters. The position peaked at $256K in Q2 2024. 366 funds tracked by Wall St. Rank hold AAP as of Q3 2024.

  • Simplicity Wealth reported no remaining Advance Auto Parts position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,044 Advance Auto Parts shares in Q3 2024, an estimated $256K.
  • Simplicity Wealth first reported a position in Advance Auto Parts in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Advance Auto Parts position peaked at $256K in Q2 2024.
  • 366 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.