BKM Wealth Management’s AutoZone AZO Stock Holding History

BKM Wealth Management’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
2024 Q1	–	Sell	-4	Closed	-$10.3K	–	221
2023 Q4	$10.3K	Buy	+4	New	+$10.4K	﹤0.01%	452

Other funds holding AZO

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BKM Wealth Management's AZO Position: Q1 2024 in Review

BKM Wealth Management sold out of AutoZone (AZO) in Q1 2024, closing a stake of 4 shares — an estimated $10.3K sold.

BKM Wealth Management first reported a position in AZO in Q4 2023 and held it in 1 quarter. The position peaked at $10.3K in Q4 2023. 1,159 funds tracked by Wall St. Rank hold AZO as of Q1 2024.

BKM Wealth Management reported no remaining AutoZone position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 4 AutoZone shares in Q1 2024, an estimated $10.3K.
BKM Wealth Management first reported a position in AutoZone in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's AutoZone position peaked at $10.3K in Q4 2023.
1,159 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.