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Brendel Financial Advisors’s AutoZone AZO Stock Holding History

Brendel Financial Advisors’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
Q4 		– Sell
-632
Closed -$1.99M – 92
2024
Q3 		$1.99M Buy
632
+16
+3% +$49.1K 1.13% 41
2024
Q2 		$1.83M Buy
+616
New +$1.8M 1.16% 41

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Brendel Financial Advisors's AZO Position: Q4 2024 in Review

Brendel Financial Advisors sold out of AutoZone (AZO) in Q4 2024, closing a stake of 632 shares — an estimated $1.99M sold.

Brendel Financial Advisors first reported a position in AZO in Q2 2024 and held it in 2 quarters. The position peaked at $1.99M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Brendel Financial Advisors reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
  • Brendel Financial Advisors sold 632 AutoZone shares in Q4 2024, an estimated $1.99M.
  • Brendel Financial Advisors first reported a position in AutoZone in Q2 2024 and held it in 2 quarters.
  • Brendel Financial Advisors's AutoZone position peaked at $1.99M in Q3 2024.
  • 1,215 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Brendel Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.