BAAM
AZEK

Baker Avenue Asset Management’s The AZEK Co AZEK Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-97
Closed -$2.88K – 470
2023
Q3 		$2.88K Buy
97
+65
+203% +$2.04K ﹤0.01% 1061
2023
Q2 		$969 Hold
32
– – ﹤0.01% 1184
2023
Q1 		$753 Hold
32
– – ﹤0.01% 1280
2022
Q4 		$650 Buy
+32
New +$592 ﹤0.01% 1229

Other funds holding AZEK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Avenue Asset Management's AZEK Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of The AZEK Co (AZEK) in Q4 2023, closing a stake of 97 shares — an estimated $2.88K sold.

Baker Avenue Asset Management first reported a position in AZEK in Q4 2022 and held it in 4 quarters. The position peaked at $2.88K in Q3 2023. 323 funds tracked by Wall St. Rank hold AZEK as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining The AZEK Co position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 97 The AZEK Co shares in Q4 2023, an estimated $2.88K.
  • Baker Avenue Asset Management first reported a position in The AZEK Co in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's The AZEK Co position peaked at $2.88K in Q3 2023.
  • 323 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.