Clearview Wealth Advisors’s The AZEK Co AZEK Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-50	Closed	-$1.51K	–	158
2023 Q2	$1.51K	Sell	50 -100	-67%	-$2.59K	﹤0.01%	555
2023 Q1	$3.53K	Hold	150	–	–	﹤0.01%	464
2022 Q4	$3.05K	Hold	150	–	–	﹤0.01%	444
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	481
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	465
2022 Q1	$4K	Buy	+150	New	+$4.72K	﹤0.01%	464

Other funds holding AZEK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's AZEK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of The AZEK Co (AZEK) in Q3 2023, closing a stake of 50 shares — an estimated $1.51K sold.

Clearview Wealth Advisors first reported a position in AZEK in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 297 funds tracked by Wall St. Rank hold AZEK as of Q3 2023.

Clearview Wealth Advisors reported no remaining The AZEK Co position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 50 The AZEK Co shares in Q3 2023, an estimated $1.51K.
Clearview Wealth Advisors first reported a position in The AZEK Co in Q1 2022 and held it in 6 quarters.
Clearview Wealth Advisors's The AZEK Co position peaked at $4K in Q1 2022.
297 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.