BW
AZO icon

Bison Wealth’s AutoZone AZO Stock Holding History

Bison Wealth’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-186
Closed -$472K – 404
2023
Q3 		$472K Sell
186
-179
-49% -$449K 0.09% 224
2023
Q2 		$910K Buy
365
+11
+3% +$28.1K 0.17% 133
2023
Q1 		$961K Sell
354
-5
-1% -$12.2K 0.3% 99
2022
Q4 		$872K Buy
+359
New +$868K 0.28% 112
2016
Q3 		– Sell
-483
Closed -$383K – 183
2016
Q2 		$383K Buy
483
+5
+1% +$3.85K 0.23% 121
2016
Q1 		$381K Buy
478
+52
+12% +$39.3K 0.25% 115
2015
Q4 		$316K Buy
426
+2
+0.5% +$1.53K 0.18% 152
2015
Q3 		$307K Buy
+424
New +$300K 0.2% 145

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return