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UBP Investment Advisors’s Advance Auto Parts AAP Stock Holding History

UBP Investment Advisors’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
2021
Q2 		– Sell
-5,692
Closed -$1.04M – 109
2021
Q1 		$1.04M Buy
+5,692
New +$955K 0.42% 46
2020
Q3 		– Sell
-1,442
Closed -$205K – 62
2020
Q2 		$205K Buy
+1,442
New +$183K 0.16% 53

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBP Investment Advisors's AAP Position: Q2 2021 in Review

UBP Investment Advisors sold out of Advance Auto Parts (AAP) in Q2 2021, closing a stake of 5,692 shares — an estimated $1.04M sold.

UBP Investment Advisors first reported a position in AAP in Q2 2020 and held it in 2 quarters. The position peaked at $1.04M in Q1 2021. 578 funds tracked by Wall St. Rank hold AAP as of Q2 2021.

  • UBP Investment Advisors reported no remaining Advance Auto Parts position as of Q2 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 5,692 Advance Auto Parts shares in Q2 2021, an estimated $1.04M.
  • UBP Investment Advisors first reported a position in Advance Auto Parts in Q2 2020 and held it in 2 quarters.
  • UBP Investment Advisors's Advance Auto Parts position peaked at $1.04M in Q1 2021.
  • 578 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.