Buckingham Strategic Wealth’s AutoZone AZO Stock Holding History

Buckingham Strategic 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
2024 Q2	$578K	Buy	195 +6	+3%	+$17.6K	0.01%	437
2024 Q1	$594K	Buy	189 +6	+3%	+$17.1K	0.01%	426
2023 Q4	$473K	Buy	183 +1	+0.5%	+$2.59K	0.01%	454
2023 Q3	$462K	Hold	182	–	–	0.01%	427
2023 Q2	$454K	Sell	182 -2	-1%	-$5.1K	0.01%	444
2023 Q1	$454K	Hold	184	–	–	0.01%	400
2022 Q4	$454K	Hold	184	–	–	0.01%	402
2022 Q3	$394K	Hold	184	–	–	0.01%	414
2022 Q2	$395K	Buy	184 +64	+53%	+$132K	0.01%	418
2022 Q1	$245K	Buy	+120	New	+$235K	﹤0.01%	521

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

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Buckingham Strategic Wealth's AZO Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its AutoZone (AZO) stake by 3.2% in Q2 2024, buying an estimated $17.6K and bringing the position to 195 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #437.

Buckingham Strategic Wealth first reported a position in AZO in Q1 2022 and has held it in 10 quarters since. The position peaked at $594K in Q1 2024. 1,139 funds tracked by Wall St. Rank hold AZO as of Q2 2024.

Buckingham Strategic Wealth held 195 shares of AutoZone worth $578K as of Q2 2024.
Buckingham Strategic Wealth bought 6 AutoZone shares in Q2 2024, an estimated $17.6K.
AutoZone made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #437 holding.
Buckingham Strategic Wealth first reported a position in AutoZone in Q1 2022 and has held it in 10 quarters since.
Buckingham Strategic Wealth's AutoZone position peaked at $594K in Q1 2024.
1,139 funds tracked by Wall St. Rank held AutoZone as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.