Alliance Wealth Advisors (Utah)’s The AZEK Co AZEK Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025 Q2	–	Sell	-19,611	Closed	-$959K	–	272
2025 Q1	$959K	Buy	19,611 +467	+2%	+$22.1K	0.25%	100
2024 Q4	$909K	Buy	19,144 +1,111	+6%	+$53.1K	0.23%	105
2024 Q3	$844K	Buy	18,033 +1,357	+8%	+$58.2K	0.22%	110
2024 Q2	$703K	Buy	16,676 +1,511	+10%	+$69.9K	0.21%	112
2024 Q1	$762K	Buy	15,165 +1,898	+14%	+$82.7K	0.23%	105
2023 Q4	$507K	Buy	13,267 +223	+2%	+$6.95K	0.17%	124
2023 Q3	$388K	Buy	13,044 +515	+4%	+$16.2K	0.14%	149
2023 Q2	$380K	Buy	12,529 +1,323	+12%	+$34.2K	0.14%	151
2023 Q1	$264K	Buy	11,206 +1,097	+11%	+$26K	0.11%	192
2022 Q4	$205K	Buy	+10,109	New	+$187K	0.09%	210

Other funds holding AZEK

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AZEK Position: Q2 2025 in Review

Alliance Wealth Advisors (Utah) sold out of The AZEK Co (AZEK) in Q2 2025, closing a stake of 19,611 shares — an estimated $959K sold.

Alliance Wealth Advisors (Utah) first reported a position in AZEK in Q4 2022 and held it in 10 quarters. The position peaked at $959K in Q1 2025. 329 funds tracked by Wall St. Rank hold AZEK as of Q2 2025.

Alliance Wealth Advisors (Utah) reported no remaining The AZEK Co position as of Q2 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 19,611 The AZEK Co shares in Q2 2025, an estimated $959K.
Alliance Wealth Advisors (Utah) first reported a position in The AZEK Co in Q4 2022 and held it in 10 quarters.
Alliance Wealth Advisors (Utah)'s The AZEK Co position peaked at $959K in Q1 2025.
329 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2025, filed 14 Aug 2025.