CM Wealth Advisors’s AZZ Inc AZZ Stock Holding History

CM Wealth Advisors’s Portfolio AZZ Stock Details AZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,352	Closed	-$383K	–	186
2023 Q1	$383K	Buy	+10,352	New	+$424K	0.07%	290

Other funds holding AZZ

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

CM Wealth Advisors's AZZ Position: Q2 2023 in Review

CM Wealth Advisors sold out of AZZ Inc (AZZ) in Q2 2023, closing a stake of 10,352 shares — an estimated $383K sold.

CM Wealth Advisors first reported a position in AZZ in Q1 2023 and held it in 1 quarter. The position peaked at $383K in Q1 2023. 183 funds tracked by Wall St. Rank hold AZZ as of Q2 2023.

CM Wealth Advisors reported no remaining AZZ Inc position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 10,352 AZZ Inc shares in Q2 2023, an estimated $383K.
CM Wealth Advisors first reported a position in AZZ Inc in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's AZZ Inc position peaked at $383K in Q1 2023.
183 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.