Confluence Wealth Services’s AZZ Inc AZZ Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-287	Closed	-$15K	–	326
2021 Q4	$15K	Buy	+287	New	+$15.6K	﹤0.01%	801

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Confluence Wealth Services's AZZ Position: Q1 2022 in Review

Confluence Wealth Services sold out of AZZ Inc (AZZ) in Q1 2022, closing a stake of 287 shares — an estimated $15K sold.

Confluence Wealth Services first reported a position in AZZ in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 194 funds tracked by Wall St. Rank hold AZZ as of Q1 2022.

Confluence Wealth Services reported no remaining AZZ Inc position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 287 AZZ Inc shares in Q1 2022, an estimated $15K.
Confluence Wealth Services first reported a position in AZZ Inc in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's AZZ Inc position peaked at $15K in Q4 2021.
194 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.