Ellevest Inc’s The AZEK Co AZEK Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-24	Closed	-$565	–	479
2023 Q1	$565	Hold	24	–	–	﹤0.01%	1667
2022 Q4	$488	Buy	+24	New	+$444	﹤0.01%	1625

Other funds holding AZEK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ellevest Inc's AZEK Position: Q2 2023 in Review

Ellevest Inc sold out of The AZEK Co (AZEK) in Q2 2023, closing a stake of 24 shares — an estimated $565 sold.

Ellevest Inc first reported a position in AZEK in Q4 2022 and held it in 2 quarters. The position peaked at $565 in Q1 2023. 271 funds tracked by Wall St. Rank hold AZEK as of Q2 2023.

Ellevest Inc reported no remaining The AZEK Co position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 24 The AZEK Co shares in Q2 2023, an estimated $565.
Ellevest Inc first reported a position in The AZEK Co in Q4 2022 and held it in 2 quarters.
Ellevest Inc's The AZEK Co position peaked at $565 in Q1 2023.
271 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.