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WR Wealth Planners’s Advance Auto Parts AAP Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-27
Closed -$1.51K – 187
2023
Q3 		$1.51K Hold
27
– – ﹤0.01% 804
2023
Q2 		$1.9K Sell
27
-43
-61% -$4.42K ﹤0.01% 779
2023
Q1 		$8.51K Buy
+70
New +$9.8K ﹤0.01% 592

Other funds holding AAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

WR Wealth Planners's AAP Position: Q4 2023 in Review

WR Wealth Planners sold out of Advance Auto Parts (AAP) in Q4 2023, closing a stake of 27 shares — an estimated $1.51K sold.

WR Wealth Planners first reported a position in AAP in Q1 2023 and held it in 3 quarters. The position peaked at $8.51K in Q1 2023. 374 funds tracked by Wall St. Rank hold AAP as of Q4 2023.

  • WR Wealth Planners reported no remaining Advance Auto Parts position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 27 Advance Auto Parts shares in Q4 2023, an estimated $1.51K.
  • WR Wealth Planners first reported a position in Advance Auto Parts in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Advance Auto Parts position peaked at $8.51K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.