CPA
AZEK

Capital Performance Advisors’s The AZEK Co AZEK Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-217
Closed -$10.2K – 424
2024
Q3 		$10.2K Buy
+217
New +$9.3K ﹤0.01% 835

Other funds holding AZEK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's AZEK Position: Q4 2024 in Review

Capital Performance Advisors sold out of The AZEK Co (AZEK) in Q4 2024, closing a stake of 217 shares — an estimated $10.2K sold.

Capital Performance Advisors first reported a position in AZEK in Q3 2024 and held it in 1 quarter. The position peaked at $10.2K in Q3 2024. 341 funds tracked by Wall St. Rank hold AZEK as of Q4 2024.

  • Capital Performance Advisors reported no remaining The AZEK Co position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 217 The AZEK Co shares in Q4 2024, an estimated $10.2K.
  • Capital Performance Advisors first reported a position in The AZEK Co in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's The AZEK Co position peaked at $10.2K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.