DI
AZIO

Diligent Investors’s Azio AI Holdings AZIO Stock Holding History

Diligent Investors’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,345
Closed -$28.7K – 287
2022
Q4 		$28.7K Hold
1,345
– – 0.01% 283
2022
Q3 		$63K Buy
+1,345
New +$67.5K 0.02% 253

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Diligent Investors's AZIO Position: Q1 2023 in Review

Diligent Investors sold out of Azio AI Holdings (AZIO) in Q1 2023, closing a stake of 1,345 shares — an estimated $28.7K sold.

Diligent Investors first reported a position in AZIO in Q3 2022 and held it in 2 quarters. The position peaked at $63K in Q3 2022. 15 funds tracked by Wall St. Rank hold AZIO as of Q1 2023.

  • Diligent Investors reported no remaining Azio AI Holdings position as of Q1 2023 after selling out during the quarter.
  • Diligent Investors sold 1,345 Azio AI Holdings shares in Q1 2023, an estimated $28.7K.
  • Diligent Investors first reported a position in Azio AI Holdings in Q3 2022 and held it in 2 quarters.
  • Diligent Investors's Azio AI Holdings position peaked at $63K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Azio AI Holdings as of Q1 2023.

Based on Diligent Investors's 13F filing for Q1 2023, filed 11 May 2023.