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BDO Wealth Advisors’s AZZ Inc AZZ Stock Holding History

BDO 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
2022
Q4 		– Sell
-123
Closed -$4K – 1021
2022
Q3 		$4K Buy
+123
New +$5.13K ﹤0.01% 836
2021
Q2 		– Sell
-16
Closed -$1K – 1109
2021
Q1 		$1K Hold
16
– – ﹤0.01% 1041
2020
Q4 		$1K Hold
16
– – ﹤0.01% 819
2020
Q3 		$1K Buy
+16
New +$532 ﹤0.01% 741

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's AZZ Position: Q4 2022 in Review

BDO Wealth Advisors sold out of AZZ Inc (AZZ) in Q4 2022, closing a stake of 123 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in AZZ in Q3 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2022. 185 funds tracked by Wall St. Rank hold AZZ as of Q4 2022.

  • BDO Wealth Advisors reported no remaining AZZ Inc position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 123 AZZ Inc shares in Q4 2022, an estimated $4K.
  • BDO Wealth Advisors first reported a position in AZZ Inc in Q3 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's AZZ Inc position peaked at $4K in Q3 2022.
  • 185 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.