Commonwealth Equity Services
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Commonwealth Equity Services’s A2Z Smart Technologies AZ Stock Holding History

Commonwealth Equity Services’s Portfolio AZ Stock Details AZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,522
Closed -$39K – 3913
2023
Q3 		$39K Hold
9,522
– – ﹤0.01% 3679
2023
Q2 		$60K Buy
9,522
+1,522
+19% +$6.56K ﹤0.01% 3640
2023
Q1 		$25 Buy
+8,000
New +$31.6K ﹤0.01% 3652

Other funds holding AZ

SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services's AZ Position: Q4 2023 in Review

Commonwealth Equity Services sold out of A2Z Smart Technologies (AZ) in Q4 2023, closing a stake of 9,522 shares — an estimated $39K sold.

Commonwealth Equity Services first reported a position in AZ in Q1 2023 and held it in 3 quarters. The position peaked at $60K in Q2 2023. 16 funds tracked by Wall St. Rank hold AZ as of Q4 2023.

  • Commonwealth Equity Services reported no remaining A2Z Smart Technologies position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,522 A2Z Smart Technologies shares in Q4 2023, an estimated $39K.
  • Commonwealth Equity Services first reported a position in A2Z Smart Technologies in Q1 2023 and held it in 3 quarters.
  • Commonwealth Equity Services's A2Z Smart Technologies position peaked at $60K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held A2Z Smart Technologies as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.