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United Capital Financial Advisors’s Advance Auto Parts AAP Stock Holding History

United Capital Financial 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
2023
Q3 		– Sell
-4,118
Closed -$289K – 832
2023
Q2 		$289K Buy
4,118
+1,935
+89% +$199K ﹤0.01% 778
2023
Q1 		$265K Buy
+2,183
New +$305K ﹤0.01% 855
2021
Q4 		– Sell
-966
Closed -$202K – 1200
2021
Q3 		$202K Sell
966
-138
-13% -$28.8K ﹤0.01% 1143
2021
Q2 		$226K Buy
+1,104
New +$217K ﹤0.01% 1124

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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

United Capital Financial Advisors's AAP Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Advance Auto Parts (AAP) in Q3 2023, closing a stake of 4,118 shares — an estimated $289K sold.

United Capital Financial Advisors first reported a position in AAP in Q2 2021 and held it in 4 quarters. The position peaked at $289K in Q2 2023. 413 funds tracked by Wall St. Rank hold AAP as of Q3 2023.

  • United Capital Financial Advisors reported no remaining Advance Auto Parts position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,118 Advance Auto Parts shares in Q3 2023, an estimated $289K.
  • United Capital Financial Advisors first reported a position in Advance Auto Parts in Q2 2021 and held it in 4 quarters.
  • United Capital Financial Advisors's Advance Auto Parts position peaked at $289K in Q2 2023.
  • 413 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.