Advocacy Wealth Management Services’s AutoZone AZO Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-19	Closed	-$43K	–	47
2022 Q3	$43K	Hold	19	–	–	0.01%	50
2022 Q2	$41K	Hold	19	–	–	0.01%	54
2022 Q1	$38K	Buy	19 +4	+27%	+$7.82K	0.01%	59
2021 Q4	$31K	Hold	15	–	–	0.01%	72
2021 Q3	$25K	Hold	15	–	–	﹤0.01%	79
2021 Q2	$22K	Buy	15 +5	+50%	+$7.25K	﹤0.01%	102
2021 Q1	$14K	Hold	10	–	–	﹤0.01%	109
2020 Q4	$12K	Buy	+10	New	+$11.6K	﹤0.01%	108
2018 Q2	–	Sell	-12	Closed	-$8K	–	173
2018 Q1	$8K	Hold	12	–	–	0.01%	159
2017 Q4	$9K	Hold	12	–	–	0.01%	163
2017 Q3	$7K	Hold	12	–	–	﹤0.01%	216
2017 Q2	$7K	Hold	12	–	–	﹤0.01%	213
2017 Q1	$9K	Hold	12	–	–	﹤0.01%	215
2016 Q4	$9K	Buy	+12	New	+$9.23K	﹤0.01%	207

Other funds holding AZO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advocacy Wealth Management Services's AZO Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of AutoZone (AZO) in Q4 2022, closing a stake of 19 shares — an estimated $43K sold.

Advocacy Wealth Management Services first reported a position in AZO in Q4 2016 and held it in 14 quarters. The position peaked at $43K in Q3 2022. 1,045 funds tracked by Wall St. Rank hold AZO as of Q4 2022.

Advocacy Wealth Management Services reported no remaining AutoZone position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 19 AutoZone shares in Q4 2022, an estimated $43K.
Advocacy Wealth Management Services first reported a position in AutoZone in Q4 2016 and held it in 14 quarters.
Advocacy Wealth Management Services's AutoZone position peaked at $43K in Q3 2022.
1,045 funds tracked by Wall St. Rank held AutoZone as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.