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Steward Financial Group’s Advance Auto Parts AAP Stock Holding History

Steward Financial 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
Q3 		$2K Buy
+39
New +$2.61K ﹤0.01% 909
2023
Q1 		– Sell
-13
Closed -$1K – 693
2022
Q4 		$1K Buy
+13
New +$2.1K ﹤0.01% 360
2022
Q3 		– Sell
-5
Closed – – 55
2022
Q2 		$0 Buy
+5
New +$991 ﹤0.01% 940

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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Steward Financial Group's AAP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Advance Auto Parts (AAP) in Q3 2023: 39 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AAP as recently as Q4 2022.

Steward Financial Group first reported a position in AAP in Q2 2022 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold AAP as of Q3 2023.

  • Steward Financial Group held 39 shares of Advance Auto Parts worth $2K as of Q3 2023.
  • Advance Auto Parts was a new Steward Financial Group position in Q3 2023.
  • Advance Auto Parts made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #909 holding.
  • Steward Financial Group first reported a position in Advance Auto Parts in Q2 2022 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.