AE Wealth Management’s The AZEK Co AZEK Stock Holding History

AE Wealth Management’s Portfolio AZEK Stock Details AZEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,700	Closed	-$467K	–	2057
2023 Q3	$467K	Buy	+15,700	New	+$493K	﹤0.01%	1418

Other funds holding AZEK

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's AZEK Position: Q4 2023 in Review

AE Wealth Management sold out of The AZEK Co (AZEK) in Q4 2023, closing a stake of 15,700 shares — an estimated $467K sold.

AE Wealth Management first reported a position in AZEK in Q3 2023 and held it in 1 quarter. The position peaked at $467K in Q3 2023. 323 funds tracked by Wall St. Rank hold AZEK as of Q4 2023.

AE Wealth Management reported no remaining The AZEK Co position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 15,700 The AZEK Co shares in Q4 2023, an estimated $467K.
AE Wealth Management first reported a position in The AZEK Co in Q3 2023 and held it in 1 quarter.
AE Wealth Management's The AZEK Co position peaked at $467K in Q3 2023.
323 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.