Avitas Wealth Management’s AutoZone AZO Stock Holding History

Avitas 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
2024 Q4	–	Sell	-168	Closed	-$529K	–	194
2024 Q3	$529K	Sell	168 -9	-5%	-$27.6K	0.07%	160
2024 Q2	$525K	Sell	177 -10	-5%	-$29.3K	0.08%	162
2024 Q1	$589K	Sell	187 -5	-3%	-$14.3K	0.09%	162
2023 Q4	$496K	Sell	192 -1	-0.5%	-$2.59K	0.08%	163
2023 Q3	$490K	Sell	193 -5	-3%	-$12.5K	0.09%	160
2023 Q2	$494K	Sell	198 -3	-1%	-$7.65K	0.09%	156
2023 Q1	$494K	Sell	201 -8	-4%	-$19.5K	0.1%	157
2022 Q4	$515K	Sell	209 -3	-1%	-$7.25K	0.11%	139
2022 Q3	$454K	Sell	212 -1	-0.5%	-$2.18K	0.1%	140
2022 Q2	$458K	Sell	213 -6	-3%	-$12.3K	0.1%	148
2022 Q1	$448K	Buy	+219	New	+$428K	0.08%	167

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avitas Wealth Management's AZO Position: Q4 2024 in Review

Avitas Wealth Management sold out of AutoZone (AZO) in Q4 2024, closing a stake of 168 shares — an estimated $529K sold.

Avitas Wealth Management first reported a position in AZO in Q1 2022 and held it in 11 quarters. The position peaked at $589K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

Avitas Wealth Management reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
Avitas Wealth Management sold 168 AutoZone shares in Q4 2024, an estimated $529K.
Avitas Wealth Management first reported a position in AutoZone in Q1 2022 and held it in 11 quarters.
Avitas Wealth Management's AutoZone position peaked at $589K in Q1 2024.
1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.