YorkBridge Wealth Partners’s Advance Auto Parts AAP Stock Holding History

YorkBridge Wealth Partners’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	-2,353	Closed	-$407K	–	275
2022 Q2	$407K	Buy	2,353 +26	+1%	+$5.16K	0.11%	148
2022 Q1	$482K	Buy	2,327 +197	+9%	+$43.3K	0.11%	140
2021 Q4	$511K	Buy	+2,130	New	+$487K	0.11%	138
2019 Q3	–	Sell	-331	Closed	-$51K	–	173
2019 Q2	$51K	Buy	331 +237	+252%	+$38.5K	0.02%	365
2019 Q1	$16K	Buy	+94	New	+$15.2K	0.01%	493

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

YorkBridge Wealth Partners's AAP Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of Advance Auto Parts (AAP) in Q3 2022, closing a stake of 2,353 shares — an estimated $407K sold.

YorkBridge Wealth Partners first reported a position in AAP in Q1 2019 and held it in 5 quarters. The position peaked at $511K in Q4 2021. 630 funds tracked by Wall St. Rank hold AAP as of Q3 2022.

YorkBridge Wealth Partners reported no remaining Advance Auto Parts position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,353 Advance Auto Parts shares in Q3 2022, an estimated $407K.
YorkBridge Wealth Partners first reported a position in Advance Auto Parts in Q1 2019 and held it in 5 quarters.
YorkBridge Wealth Partners's Advance Auto Parts position peaked at $511K in Q4 2021.
630 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.