CIA
AZEK

Cape Investment Advisory’s The AZEK Co AZEK Stock Holding History

Cape Investment Advisory’s Portfolio AZEK Stock Details AZEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30
Closed -$1.15K – 946
2023
Q4 		$1.15K Buy
+30
New +$935 ﹤0.01% 996

Other funds holding AZEK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cape Investment Advisory's AZEK Position: Q1 2024 in Review

Cape Investment Advisory sold out of The AZEK Co (AZEK) in Q1 2024, closing a stake of 30 shares — an estimated $1.15K sold.

Cape Investment Advisory first reported a position in AZEK in Q4 2023 and held it in 1 quarter. The position peaked at $1.15K in Q4 2023. 368 funds tracked by Wall St. Rank hold AZEK as of Q1 2024.

  • Cape Investment Advisory reported no remaining The AZEK Co position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 30 The AZEK Co shares in Q1 2024, an estimated $1.15K.
  • Cape Investment Advisory first reported a position in The AZEK Co in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's The AZEK Co position peaked at $1.15K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.