BRWA
AZZ icon

B. Riley Wealth Advisors’s AZZ Inc AZZ Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-4,965
Closed -$216K – 1475
2023
Q2 		$216K Buy
+4,965
New +$191K ﹤0.01% 1312
2015
Q1 		– Sell
-4
Closed – – 685
2014
Q4 		$0 Buy
+4
New +$180 ﹤0.01% 3671

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's AZZ Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of AZZ Inc (AZZ) in Q3 2023, closing a stake of 4,965 shares — an estimated $216K sold.

B. Riley Wealth Advisors first reported a position in AZZ in Q4 2014 and held it in 2 quarters. The position peaked at $216K in Q2 2023. 180 funds tracked by Wall St. Rank hold AZZ as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining AZZ Inc position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,965 AZZ Inc shares in Q3 2023, an estimated $216K.
  • B. Riley Wealth Advisors first reported a position in AZZ Inc in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's AZZ Inc position peaked at $216K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.