AWM
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Alterna Wealth Management’s AutoZone AZO Stock Holding History

Alterna 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
2019
Q1 		– Sell
-395
Closed -$225K – 126
2018
Q4 		$225K Buy
+395
New +$317K 0.04% 310

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alterna Wealth Management's AZO Position: Q1 2019 in Review

Alterna Wealth Management sold out of AutoZone (AZO) in Q1 2019, closing a stake of 395 shares — an estimated $225K sold.

Alterna Wealth Management first reported a position in AZO in Q4 2018 and held it in 1 quarter. The position peaked at $225K in Q4 2018. 704 funds tracked by Wall St. Rank hold AZO as of Q1 2019.

  • Alterna Wealth Management reported no remaining AutoZone position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 395 AutoZone shares in Q1 2019, an estimated $225K.
  • Alterna Wealth Management first reported a position in AutoZone in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's AutoZone position peaked at $225K in Q4 2018.
  • 704 funds tracked by Wall St. Rank held AutoZone as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.