BWM
AZEK

BerganKDV Wealth Management’s The AZEK Co AZEK Stock Holding History

BerganKDV Wealth 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
2022
Q2 		– Sell
-33
Closed -$1K – 971
2022
Q1 		$1K Buy
+33
New +$1.04K ﹤0.01% 899

Other funds holding AZEK

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BerganKDV Wealth Management's AZEK Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of The AZEK Co (AZEK) in Q2 2022, closing a stake of 33 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in AZEK in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 246 funds tracked by Wall St. Rank hold AZEK as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining The AZEK Co position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 33 The AZEK Co shares in Q2 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in The AZEK Co in Q1 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's The AZEK Co position peaked at $1K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.