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

Avior 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
2025 Q1	–	Sell	-191	Closed	-$9.07K	–	866
2024 Q4	$9.07K	Sell	191 -8	-4%	-$382	﹤0.01%	1655
2024 Q3	$9.31K	Sell	199 -6,098	-97%	-$261K	﹤0.01%	1581
2024 Q2	$265K	Buy	6,297 +6,170	+4,858%	+$286K	0.01%	597
2024 Q1	$6.38K	Buy	+127	New	+$5.53K	﹤0.01%	2011
2021 Q3	–	Sell	-7,445	Closed	-$316K	–	1052
2021 Q2	$316K	Sell	7,445 -1,114	-13%	-$49.9K	0.03%	361
2021 Q1	$359K	Sell	8,559 -11	-0.1%	-$471	0.04%	345
2020 Q4	$329K	Hold	8,570	–	–	0.04%	334
2020 Q3	$298K	Buy	+8,570	New	+$299K	0.04%	332

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

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

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

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 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

Norges Bank Oslo, Norway $935B AUM

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

Avior Wealth Management's AZEK Position: Q1 2025 in Review

Avior Wealth Management sold out of The AZEK Co (AZEK) in Q1 2025, closing a stake of 191 shares — an estimated $9.07K sold.

Avior Wealth Management first reported a position in AZEK in Q3 2020 and held it in 8 quarters. The position peaked at $359K in Q1 2021. 383 funds tracked by Wall St. Rank hold AZEK as of Q1 2025.

Avior Wealth Management reported no remaining The AZEK Co position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 191 The AZEK Co shares in Q1 2025, an estimated $9.07K.
Avior Wealth Management first reported a position in The AZEK Co in Q3 2020 and held it in 8 quarters.
Avior Wealth Management's The AZEK Co position peaked at $359K in Q1 2021.
383 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.