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Avantax Planning Partners’s AutoZone AZO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-17
Closed -$13K – 360
2018
Q3 		$13K Buy
+17
New +$12.5K ﹤0.01% 807
2018
Q2 		– Sell
-28
Closed -$18K – 350
2018
Q1 		$18K Buy
+28
New +$20K ﹤0.01% 810

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Planning Partners's AZO Position: Q4 2018 in Review

Avantax Planning Partners sold out of AutoZone (AZO) in Q4 2018, closing a stake of 17 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in AZO in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2018. 657 funds tracked by Wall St. Rank hold AZO as of Q4 2018.

  • Avantax Planning Partners reported no remaining AutoZone position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 17 AutoZone shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in AutoZone in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's AutoZone position peaked at $18K in Q1 2018.
  • 657 funds tracked by Wall St. Rank held AutoZone as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.