BWP
AZO icon

BSW Wealth Partners’s AutoZone AZO Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-93
Closed -$232K – 249
2023
Q2 		$232K Sell
93
-2
-2% -$5.1K 0.05% 229
2023
Q1 		$234K Sell
95
-22
-19% -$53.7K 0.05% 266
2022
Q4 		$289K Buy
117
+2
+2% +$4.83K 0.06% 223
2022
Q3 		$246K Buy
+115
New +$251K 0.06% 224

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BSW Wealth Partners's AZO Position: Q3 2023 in Review

BSW Wealth Partners sold out of AutoZone (AZO) in Q3 2023, closing a stake of 93 shares — an estimated $232K sold.

BSW Wealth Partners first reported a position in AZO in Q3 2022 and held it in 4 quarters. The position peaked at $289K in Q4 2022. 1,040 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

  • BSW Wealth Partners reported no remaining AutoZone position as of Q3 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 93 AutoZone shares in Q3 2023, an estimated $232K.
  • BSW Wealth Partners first reported a position in AutoZone in Q3 2022 and held it in 4 quarters.
  • BSW Wealth Partners's AutoZone position peaked at $289K in Q4 2022.
  • 1,040 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.