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

Thrive 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
2023
Q2 		– Sell
-1,864
Closed -$227K – 181
2023
Q1 		$227K Buy
+1,864
New +$261K 0.06% 152

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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrive Wealth Management's AAP Position: Q2 2023 in Review

Thrive Wealth Management sold out of Advance Auto Parts (AAP) in Q2 2023, closing a stake of 1,864 shares — an estimated $227K sold.

Thrive Wealth Management first reported a position in AAP in Q1 2023 and held it in 1 quarter. The position peaked at $227K in Q1 2023. 497 funds tracked by Wall St. Rank hold AAP as of Q2 2023.

  • Thrive Wealth Management reported no remaining Advance Auto Parts position as of Q2 2023 after selling out during the quarter.
  • Thrive Wealth Management sold 1,864 Advance Auto Parts shares in Q2 2023, an estimated $227K.
  • Thrive Wealth Management first reported a position in Advance Auto Parts in Q1 2023 and held it in 1 quarter.
  • Thrive Wealth Management's Advance Auto Parts position peaked at $227K in Q1 2023.
  • 497 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2023.

Based on Thrive Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.