Baystate Wealth Management’s AutoZone AZO Stock Holding History

Baystate 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
2023 Q4	$10.3K	Hold	4	–	–	﹤0.01%	710
2023 Q3	$10.2K	Hold	4	–	–	﹤0.01%	578
2023 Q2	$9.97K	Hold	4	–	–	﹤0.01%	575
2023 Q1	$9.83K	Hold	4	–	–	﹤0.01%	570
2022 Q4	$10K	Hold	4	–	–	﹤0.01%	567
2022 Q3	$9K	Hold	4	–	–	﹤0.01%	551
2022 Q2	$9K	Hold	4	–	–	﹤0.01%	574
2022 Q1	$8K	Hold	4	–	–	﹤0.01%	600
2021 Q4	$8K	Hold	4	–	–	﹤0.01%	594
2021 Q3	$7K	Hold	4	–	–	﹤0.01%	559
2021 Q2	$6K	Hold	4	–	–	﹤0.01%	551
2021 Q1	$6K	Buy	+4	New	+$4.95K	﹤0.01%	499
2019 Q4	–	Sell	-1	Closed	-$1K	–	622
2019 Q3	$1K	Hold	1	–	–	﹤0.01%	507
2019 Q2	$1K	Hold	1	–	–	﹤0.01%	531
2019 Q1	$1K	Buy	+1	New	+$898	﹤0.01%	542

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

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

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

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

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

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

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

Baystate Wealth Management's AZO Position: Q4 2023 in Review

Baystate Wealth Management held its AutoZone (AZO) position steady in Q4 2023 at 4 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Baystate Wealth Management first reported a position in AZO in Q1 2019 and has held it in 15 quarters since. 1,107 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

Baystate Wealth Management held 4 shares of AutoZone worth $10.3K as of Q4 2023.
Baystate Wealth Management left its AutoZone share count unchanged in Q4 2023.
AutoZone made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #710 holding.
Baystate Wealth Management first reported a position in AutoZone in Q1 2019 and has held it in 15 quarters since.
1,107 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.