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Waverly Advisors’s Advance Auto Parts AAP Stock Holding History

Waverly 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
2018
Q1 		– Sell
-2,103
Closed -$210K – 178
2017
Q4 		$210K Sell
2,103
-735
-26% -$67.6K 0.03% 224
2017
Q3 		$282K Buy
+2,838
New +$286K 0.06% 183

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SV
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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CCM
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Waverly Advisors's AAP Position: Q1 2018 in Review

Waverly Advisors sold out of Advance Auto Parts (AAP) in Q1 2018, closing a stake of 2,103 shares — an estimated $210K sold.

Waverly Advisors first reported a position in AAP in Q3 2017 and held it in 2 quarters. The position peaked at $282K in Q3 2017. 438 funds tracked by Wall St. Rank hold AAP as of Q1 2018.

  • Waverly Advisors reported no remaining Advance Auto Parts position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 2,103 Advance Auto Parts shares in Q1 2018, an estimated $210K.
  • Waverly Advisors first reported a position in Advance Auto Parts in Q3 2017 and held it in 2 quarters.
  • Waverly Advisors's Advance Auto Parts position peaked at $282K in Q3 2017.
  • 438 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.