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Buck Wealth Strategies’s AutoZone AZO Stock Holding History

Buck Wealth Strategies’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
Q2 		– Sell
-391
Closed -$1.23M – 74
2024
Q1 		$1.23M Buy
+391
New +$1.12M 0.42% 45
2023
Q4 		– Sell
-25
Closed -$63.5K – 90
2023
Q3 		$63.5K Buy
+25
New +$62.7K 0.03% 98

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Buck Wealth Strategies's AZO Position: Q2 2024 in Review

Buck Wealth Strategies sold out of AutoZone (AZO) in Q2 2024, closing a stake of 391 shares — an estimated $1.23M sold.

Buck Wealth Strategies first reported a position in AZO in Q3 2023 and held it in 2 quarters. The position peaked at $1.23M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold AZO as of Q2 2024.

  • Buck Wealth Strategies reported no remaining AutoZone position as of Q2 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 391 AutoZone shares in Q2 2024, an estimated $1.23M.
  • Buck Wealth Strategies first reported a position in AutoZone in Q3 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's AutoZone position peaked at $1.23M in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held AutoZone as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.