UCFA
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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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T. Rowe Price Associates
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State Street
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Fuller & Thaler Asset Management
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CIP
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Charles Schwab
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Marshall Wace
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Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return