Winch Advisory Services’s Advance Auto Parts AAP Stock Holding History

Winch Advisory Services’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
2022 Q3	–	Sell	-6	Closed	-$1K	–	394
2022 Q2	$1K	Sell	6 -1	-14%	-$198	﹤0.01%	367
2022 Q1	$1K	Sell	7 -6	-46%	-$1.32K	﹤0.01%	400
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	358
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	369
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	367
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	375
2020 Q4	$2K	Buy	+13	New	+$2K	﹤0.01%	358
2019 Q3	–	Sell	-12	Closed	-$2K	–	344
2019 Q2	$2K	Buy	+12	New	+$1.95K	﹤0.01%	337
2016 Q4	–	Sell	-28	Closed	-$4K	–	263
2016 Q3	$4K	Hold	28	–	–	﹤0.01%	201
2016 Q2	$5K	Hold	28	–	–	0.01%	179
2016 Q1	$4K	Hold	28	–	–	0.01%	162
2015 Q4	$4K	Sell	28 -9,423	-100%	-$1.64M	﹤0.01%	174
2015 Q3	$1.79M	Buy	+9,451	New	+$1.64M	2.62%	11

Other funds holding AAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's AAP Position: Q3 2022 in Review

Winch Advisory Services sold out of Advance Auto Parts (AAP) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in AAP in Q3 2015 and held it in 13 quarters. The position peaked at $1.79M in Q3 2015. 630 funds tracked by Wall St. Rank hold AAP as of Q3 2022.

Winch Advisory Services reported no remaining Advance Auto Parts position as of Q3 2022 after selling out during the quarter.
Winch Advisory Services sold 6 Advance Auto Parts shares in Q3 2022, an estimated $1K.
Winch Advisory Services first reported a position in Advance Auto Parts in Q3 2015 and held it in 13 quarters.
Winch Advisory Services's Advance Auto Parts position peaked at $1.79M in Q3 2015.
630 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2022.

Based on Winch Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.