AWM
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Avior Wealth Management’s AZZ Inc AZZ Stock Holding History

Avior 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
2024
Q2 		– Sell
-5
Closed -$386 – 2398
2024
Q1 		$386 Buy
+5
New +$338 ﹤0.01% 2640

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Avior Wealth Management's AZZ Position: Q2 2024 in Review

Avior Wealth Management sold out of AZZ Inc (AZZ) in Q2 2024, closing a stake of 5 shares — an estimated $386 sold.

Avior Wealth Management first reported a position in AZZ in Q1 2024 and held it in 1 quarter. The position peaked at $386 in Q1 2024. 253 funds tracked by Wall St. Rank hold AZZ as of Q2 2024.

  • Avior Wealth Management reported no remaining AZZ Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 AZZ Inc shares in Q2 2024, an estimated $386.
  • Avior Wealth Management first reported a position in AZZ Inc in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's AZZ Inc position peaked at $386 in Q1 2024.
  • 253 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.