Crewe Advisors’s The AZEK Co AZEK Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-4	Closed	-$119	–	440
2023 Q3	$119	Hold	4	–	–	﹤0.01%	542
2023 Q2	$122	Buy	+4	New	+$103	﹤0.01%	837

Other funds holding AZEK

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crewe Advisors's AZEK Position: Q4 2023 in Review

Crewe Advisors sold out of The AZEK Co (AZEK) in Q4 2023, closing a stake of 4 shares — an estimated $119 sold.

Crewe Advisors first reported a position in AZEK in Q2 2023 and held it in 2 quarters. The position peaked at $122 in Q2 2023. 323 funds tracked by Wall St. Rank hold AZEK as of Q4 2023.

Crewe Advisors reported no remaining The AZEK Co position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 4 The AZEK Co shares in Q4 2023, an estimated $119.
Crewe Advisors first reported a position in The AZEK Co in Q2 2023 and held it in 2 quarters.
Crewe Advisors's The AZEK Co position peaked at $122 in Q2 2023.
323 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.