Ellevest Inc’s AZZ Inc AZZ Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-470	Closed	-$19.4K	–	481
2023 Q1	$19.4K	Buy	470 +35	+8%	+$1.43K	﹤0.01%	850
2022 Q4	$17.5K	Buy	+435	New	+$17.1K	﹤0.01%	885

Other funds holding AZZ

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's AZZ Position: Q2 2023 in Review

Ellevest Inc sold out of AZZ Inc (AZZ) in Q2 2023, closing a stake of 470 shares — an estimated $19.4K sold.

Ellevest Inc first reported a position in AZZ in Q4 2022 and held it in 2 quarters. The position peaked at $19.4K in Q1 2023. 183 funds tracked by Wall St. Rank hold AZZ as of Q2 2023.

Ellevest Inc reported no remaining AZZ Inc position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 470 AZZ Inc shares in Q2 2023, an estimated $19.4K.
Ellevest Inc first reported a position in AZZ Inc in Q4 2022 and held it in 2 quarters.
Ellevest Inc's AZZ Inc position peaked at $19.4K in Q1 2023.
183 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2023.

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