TW
AAP icon

Transform Wealth’s Advance Auto Parts AAP Stock Holding History

Transform 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
2023
Q1 		– Sell
-2,622
Closed -$397K – 252
2022
Q4 		$397K Sell
2,622
-7,244
-73% -$1.17M 0.04% 161
2022
Q3 		$1.54M Buy
9,866
+758
+8% +$138K 0.2% 83
2022
Q2 		$1.59M Sell
9,108
-289
-3% -$57.3K 0.24% 81
2022
Q1 		$1.95M Buy
+9,397
New +$2.07M 0.22% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transform Wealth's AAP Position: Q1 2023 in Review

Transform Wealth sold out of Advance Auto Parts (AAP) in Q1 2023, closing a stake of 2,622 shares — an estimated $397K sold.

Transform Wealth first reported a position in AAP in Q1 2022 and held it in 4 quarters. The position peaked at $1.95M in Q1 2022. 614 funds tracked by Wall St. Rank hold AAP as of Q1 2023.

  • Transform Wealth reported no remaining Advance Auto Parts position as of Q1 2023 after selling out during the quarter.
  • Transform Wealth sold 2,622 Advance Auto Parts shares in Q1 2023, an estimated $397K.
  • Transform Wealth first reported a position in Advance Auto Parts in Q1 2022 and held it in 4 quarters.
  • Transform Wealth's Advance Auto Parts position peaked at $1.95M in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2023.

Based on Transform Wealth's 13F filing for Q1 2023, filed 14 Apr 2023.