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Wealth Alliance’s Advance Auto Parts AAP Stock Holding History

Wealth Alliance’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
Q1 		– Sell
-1,459
Closed -$215K – 501
2022
Q4 		$215K Buy
+1,459
New +$236K 0.04% 451
2022
Q2 		– Sell
-1,846
Closed -$382K – 439
2022
Q1 		$382K Buy
1,846
+206
+13% +$45.3K 0.08% 280
2021
Q4 		$393K Buy
1,640
+166
+11% +$37.9K 0.08% 279
2021
Q3 		$308K Buy
1,474
+65
+5% +$13.5K 0.07% 309
2021
Q2 		$289K Buy
+1,409
New +$276K 0.07% 331

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Alliance's AAP Position: Q1 2023 in Review

Wealth Alliance sold out of Advance Auto Parts (AAP) in Q1 2023, closing a stake of 1,459 shares — an estimated $215K sold.

Wealth Alliance first reported a position in AAP in Q2 2021 and held it in 5 quarters. The position peaked at $393K in Q4 2021. 614 funds tracked by Wall St. Rank hold AAP as of Q1 2023.

  • Wealth Alliance reported no remaining Advance Auto Parts position as of Q1 2023 after selling out during the quarter.
  • Wealth Alliance sold 1,459 Advance Auto Parts shares in Q1 2023, an estimated $215K.
  • Wealth Alliance first reported a position in Advance Auto Parts in Q2 2021 and held it in 5 quarters.
  • Wealth Alliance's Advance Auto Parts position peaked at $393K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2023.

Based on Wealth Alliance's 13F filing for Q1 2023, filed 11 May 2023.