CWP
AZEK

Concord Wealth Partners’s The AZEK Co AZEK Stock Holding History

Concord Wealth Partners’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
2021
Q4 		– Sell
-300
Closed -$11K – 1300
2021
Q3 		$11K Hold
300
– – ﹤0.01% 453
2021
Q2 		$13K Hold
300
– – ﹤0.01% 573
2021
Q1 		$13K Hold
300
– – ﹤0.01% 534
2020
Q4 		$12K Buy
+300
New +$10.8K 0.01% 353

Other funds holding AZEK

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Concord Wealth Partners's AZEK Position: Q4 2021 in Review

Concord Wealth Partners sold out of The AZEK Co (AZEK) in Q4 2021, closing a stake of 300 shares — an estimated $11K sold.

Concord Wealth Partners first reported a position in AZEK in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 273 funds tracked by Wall St. Rank hold AZEK as of Q4 2021.

  • Concord Wealth Partners reported no remaining The AZEK Co position as of Q4 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 300 The AZEK Co shares in Q4 2021, an estimated $11K.
  • Concord Wealth Partners first reported a position in The AZEK Co in Q4 2020 and held it in 4 quarters.
  • Concord Wealth Partners's The AZEK Co position peaked at $13K in Q2 2021.
  • 273 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.