BFEC
AZEK

Benjamin F. Edwards & Company’s The AZEK Co AZEK Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$84K Sell
1,999
-250
-11% -$11.6K ﹤0.01% 1160
2024
Q1 		$113K Hold
2,249
– – ﹤0.01% 1066
2023
Q4 		$86K Sell
2,249
-882
-28% -$27.5K ﹤0.01% 1113
2023
Q3 		$93K Sell
3,131
-57
-2% -$1.79K ﹤0.01% 911
2023
Q2 		$97K Sell
3,188
-50
-2% -$1.29K ﹤0.01% 913
2023
Q1 		$76K Sell
3,238
-31
-0.9% -$734 ﹤0.01% 986
2022
Q4 		$66K Buy
3,269
+170
+5% +$3.15K ﹤0.01% 1006
2022
Q3 		$52K Hold
3,099
– – ﹤0.01% 1040
2022
Q2 		$52K Buy
3,099
+1,259
+68% +$25.9K ﹤0.01% 1025
2022
Q1 		$46K Sell
1,840
-1,724
-48% -$54.2K ﹤0.01% 1049
2021
Q4 		$165K Sell
3,564
-720
-17% -$28.7K 0.01% 741
2021
Q3 		$156K Sell
4,284
-193
-4% -$7.52K 0.01% 738
2021
Q2 		$190K Hold
4,477
– – 0.01% 660
2021
Q1 		$188K Sell
4,477
-297
-6% -$12.7K 0.01% 694
2020
Q4 		$184K Sell
4,774
-260
-5% -$9.39K 0.01% 666
2020
Q3 		$175K Buy
+5,034
New +$175K 0.01% 619

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Benjamin F. Edwards & Company's AZEK Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its The AZEK Co (AZEK) stake by 11% in Q2 2024, selling an estimated $11.6K and leaving 1,999 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Benjamin F. Edwards & Company first reported a position in AZEK in Q3 2020 and has held it in 16 quarters since. The position peaked at $190K in Q2 2021. 380 funds tracked by Wall St. Rank hold AZEK as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,999 shares of The AZEK Co worth $84K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 250 The AZEK Co shares in Q2 2024, an estimated $11.6K.
  • The AZEK Co made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1160 holding.
  • Benjamin F. Edwards & Company first reported a position in The AZEK Co in Q3 2020 and has held it in 16 quarters since.
  • Benjamin F. Edwards & Company's The AZEK Co position peaked at $190K in Q2 2021.
  • 380 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.