Belpointe Asset Management’s The AZEK Co AZEK Stock Holding History

Belpointe 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 Q2	–	Sell	-1,147	Closed	-$27K	–	812
2023 Q1	$27K	Buy	1,147 +247	+27%	+$5.85K	﹤0.01%	2125
2022 Q4	$18.3K	Buy	+900	New	+$16.7K	﹤0.01%	2250
2022 Q2	–	Sell	-4,748	Closed	-$118K	–	1141
2022 Q1	$118K	Buy	4,748 +24	+0.5%	+$755	0.01%	1138
2021 Q4	$218K	Buy	4,724 +259	+6%	+$10.3K	0.01%	853
2021 Q3	$163K	Buy	4,465 +720	+19%	+$28K	0.01%	945
2021 Q2	$159K	Buy	3,745 +805	+27%	+$36.1K	0.01%	926
2021 Q1	$124K	Sell	2,940 -200	-6%	-$8.56K	0.01%	924
2020 Q4	$121K	Buy	+3,140	New	+$113K	0.01%	879

Other funds holding AZEK

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Belpointe Asset Management's AZEK Position: Q2 2023 in Review

Belpointe Asset Management sold out of The AZEK Co (AZEK) in Q2 2023, closing a stake of 1,147 shares — an estimated $27K sold.

Belpointe Asset Management first reported a position in AZEK in Q4 2020 and held it in 8 quarters. The position peaked at $218K in Q4 2021. 271 funds tracked by Wall St. Rank hold AZEK as of Q2 2023.

Belpointe Asset Management reported no remaining The AZEK Co position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,147 The AZEK Co shares in Q2 2023, an estimated $27K.
Belpointe Asset Management first reported a position in The AZEK Co in Q4 2020 and held it in 8 quarters.
Belpointe Asset Management's The AZEK Co position peaked at $218K in Q4 2021.
271 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.