AE Wealth Management’s AZZ Inc AZZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,641	Closed	-$202K	–	1954
2023 Q2	$202K	Buy	+4,641	New	+$178K	﹤0.01%	1747

Other funds holding AZZ

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

AE Wealth Management's AZZ Position: Q3 2023 in Review

AE Wealth Management sold out of AZZ Inc (AZZ) in Q3 2023, closing a stake of 4,641 shares — an estimated $202K sold.

AE Wealth Management first reported a position in AZZ in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 180 funds tracked by Wall St. Rank hold AZZ as of Q3 2023.

AE Wealth Management reported no remaining AZZ Inc position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 4,641 AZZ Inc shares in Q3 2023, an estimated $202K.
AE Wealth Management first reported a position in AZZ Inc in Q2 2023 and held it in 1 quarter.
AE Wealth Management's AZZ Inc position peaked at $202K in Q2 2023.
180 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.