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Connectus Wealth’s AutoZone AZO Stock Holding History

Connectus Wealth’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$540K Buy
171
+12
+8% +$34.3K 0.01% 284
2023
Q4 		$415K Hold
159
– – 0.01% 424
2023
Q3 		$407K Buy
+159
New +$399K 0.01% 402
2022
Q1 		– Sell
-446
Closed -$935K – 362
2021
Q4 		$935K Buy
+446
New +$830K 0.04% 224

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Connectus Wealth's AZO Position: Q1 2024 in Review

Connectus Wealth increased its AutoZone (AZO) stake by 7.5% in Q1 2024, buying an estimated $34.3K and bringing the position to 171 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #284.

Connectus Wealth first reported a position in AZO in Q4 2021 and has held it in 4 quarters since. The position peaked at $935K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold AZO as of Q1 2024.

  • Connectus Wealth held 171 shares of AutoZone worth $540K as of Q1 2024.
  • Connectus Wealth bought 12 AutoZone shares in Q1 2024, an estimated $34.3K.
  • AutoZone made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #284 holding.
  • Connectus Wealth first reported a position in AutoZone in Q4 2021 and has held it in 4 quarters since.
  • Connectus Wealth's AutoZone position peaked at $935K in Q4 2021.
  • 1,159 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.