Surevest’s Advance Auto Parts AAP Stock Holding History

Surevest’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 Q3	$1K	Hold	4	–	–	﹤0.01%	419
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	446
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	423
2021 Q4	$1K	Buy	+4	New	+$914	﹤0.01%	432

Other funds holding AAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's AAP Position: Q3 2022 in Review

Surevest held its Advance Auto Parts (AAP) position steady in Q3 2022 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Surevest first reported a position in AAP in Q4 2021 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold AAP as of Q3 2022.

Surevest held 4 shares of Advance Auto Parts worth $1K as of Q3 2022.
Surevest left its Advance Auto Parts share count unchanged in Q3 2022.
Advance Auto Parts made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #419 holding.
Surevest first reported a position in Advance Auto Parts in Q4 2021 and has held it in 4 quarters since.
630 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.