9WM
AZO icon

9258 Wealth Management’s AutoZone AZO Stock Holding History

9258 Wealth Management’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$239K Buy
76
+8
+12% +$24.6K 0.04% 309
2024
Q2 		$202K Hold
68
– – 0.03% 330
2024
Q1 		$214K Buy
+68
New +$194K 0.03% 322

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's AZO Position: Q3 2024 in Review

9258 Wealth Management increased its AutoZone (AZO) stake by 12% in Q3 2024, buying an estimated $24.6K and bringing the position to 76 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #309.

9258 Wealth Management first reported a position in AZO in Q1 2024 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold AZO as of Q3 2024.

  • 9258 Wealth Management held 76 shares of AutoZone worth $239K as of Q3 2024.
  • 9258 Wealth Management bought 8 AutoZone shares in Q3 2024, an estimated $24.6K.
  • AutoZone made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #309 holding.
  • 9258 Wealth Management first reported a position in AutoZone in Q1 2024 and has held it in 3 quarters since.
  • 1,161 funds tracked by Wall St. Rank held AutoZone as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.