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Wealthspire Advisors (Maryland)’s Advance Auto Parts AAP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-205
Closed -$35K – 463
2019
Q1 		$35K Hold
205
– – ﹤0.01% 1047
2018
Q4 		$32K Buy
205
+13
+7% +$2.17K ﹤0.01% 1023
2018
Q3 		$32K Sell
192
-41
-18% -$6.3K ﹤0.01% 1118
2018
Q2 		$32K Sell
233
-22
-9% -$2.67K ﹤0.01% 1117
2018
Q1 		$30K Buy
255
+22
+9% +$2.51K ﹤0.01% 1158
2017
Q4 		$23K Buy
233
+106
+83% +$9.75K ﹤0.01% 1275
2017
Q3 		$13K Sell
127
-167
-57% -$16.9K ﹤0.01% 1461
2017
Q2 		$34K Buy
294
+141
+92% +$19.4K ﹤0.01% 1082
2017
Q1 		$23K Buy
153
+81
+113% +$13K ﹤0.01% 1030
2016
Q4 		$12K Buy
72
+35
+95% +$5.5K ﹤0.01% 1156
2016
Q3 		$6K Sell
37
-6
-14% -$959 ﹤0.01% 1350
2016
Q2 		$7K Buy
43
+8
+23% +$1.24K ﹤0.01% 1256
2016
Q1 		$6K Buy
35
+7
+25% +$1.05K ﹤0.01% 1284
2015
Q4 		$4K Buy
+28
New +$4.86K ﹤0.01% 1380

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AAP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Advance Auto Parts (AAP) in Q2 2019, closing a stake of 205 shares — an estimated $35K sold.

Wealthspire Advisors (Maryland) first reported a position in AAP in Q4 2015 and held it in 14 quarters. The position peaked at $35K in Q1 2019. 515 funds tracked by Wall St. Rank hold AAP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Advance Auto Parts position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 205 Advance Auto Parts shares in Q2 2019, an estimated $35K.
  • Wealthspire Advisors (Maryland) first reported a position in Advance Auto Parts in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Advance Auto Parts position peaked at $35K in Q1 2019.
  • 515 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.