Triangle Securities Wealth Management’s Advance Auto Parts AAP Stock Holding History

Triangle Securities 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 Q3	–	Sell	-3,619	Closed	-$254K	–	185
2023 Q2	$254K	Sell	3,619 -930	-20%	-$95.7K	0.09%	171
2023 Q1	$553K	Sell	4,549 -549	-11%	-$76.8K	0.2%	128
2022 Q4	$750K	Buy	5,098 +796	+19%	+$129K	0.27%	104
2022 Q3	$673K	Sell	4,302 -277	-6%	-$50.6K	0.28%	106
2022 Q2	$793K	Sell	4,579 -31	-0.7%	-$6.15K	0.31%	95
2022 Q1	$954K	Sell	4,610 -730	-14%	-$161K	0.32%	92
2021 Q4	$1.28M	Sell	5,340 -50	-0.9%	-$11.4K	0.4%	80
2021 Q3	$1.13M	Sell	5,390 -35	-0.6%	-$7.29K	0.38%	81
2021 Q2	$1.11M	Hold	5,425	–	–	0.38%	83
2021 Q1	$995K	Buy	5,425 +495	+10%	+$83K	0.36%	89
2020 Q4	$777K	Buy	4,930 +155	+3%	+$23.9K	0.31%	100
2020 Q3	$733K	Hold	4,775	–	–	0.33%	92
2020 Q2	$680K	Buy	4,775 +530	+12%	+$67.4K	0.33%	91
2020 Q1	$396K	Buy	+4,245	New	+$550K	0.23%	109

Other funds holding AAP

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Triangle Securities Wealth Management's AAP Position: Q3 2023 in Review

Triangle Securities Wealth Management sold out of Advance Auto Parts (AAP) in Q3 2023, closing a stake of 3,619 shares — an estimated $254K sold.

Triangle Securities Wealth Management first reported a position in AAP in Q1 2020 and held it in 14 quarters. The position peaked at $1.28M in Q4 2021. 412 funds tracked by Wall St. Rank hold AAP as of Q3 2023.

Triangle Securities Wealth Management reported no remaining Advance Auto Parts position as of Q3 2023 after selling out during the quarter.
Triangle Securities Wealth Management sold 3,619 Advance Auto Parts shares in Q3 2023, an estimated $254K.
Triangle Securities Wealth Management first reported a position in Advance Auto Parts in Q1 2020 and held it in 14 quarters.
Triangle Securities Wealth Management's Advance Auto Parts position peaked at $1.28M in Q4 2021.
412 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2023.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.