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Beacon Pointe Advisors’s AZZ Inc AZZ Stock Holding History

Beacon Pointe 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
2021
Q1 		– Sell
-141,330
Closed -$6.71M – 533
2020
Q4 		$6.71M Hold
141,330
– – 0.46% 56
2020
Q3 		$4.82M Hold
141,330
– – 0.47% 53
2020
Q2 		$4.85M Buy
+141,330
New +$4.32M 0.49% 53

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Beacon Pointe Advisors's AZZ Position: Q1 2021 in Review

Beacon Pointe Advisors sold out of AZZ Inc (AZZ) in Q1 2021, closing a stake of 141,330 shares — an estimated $6.71M sold.

Beacon Pointe Advisors first reported a position in AZZ in Q2 2020 and held it in 3 quarters. The position peaked at $6.71M in Q4 2020. 171 funds tracked by Wall St. Rank hold AZZ as of Q1 2021.

  • Beacon Pointe Advisors reported no remaining AZZ Inc position as of Q1 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 141,330 AZZ Inc shares in Q1 2021, an estimated $6.71M.
  • Beacon Pointe Advisors first reported a position in AZZ Inc in Q2 2020 and held it in 3 quarters.
  • Beacon Pointe Advisors's AZZ Inc position peaked at $6.71M in Q4 2020.
  • 171 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2021.

Based on Beacon Pointe Advisors's 13F filing for Q1 2021, filed 18 May 2021.