Evolution Wealth Advisors’s AutoZone AZO Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-4	Closed	-$7K	–	187
2021 Q3	$7K	Hold	4	–	–	﹤0.01%	446
2021 Q2	$6K	Hold	4	–	–	﹤0.01%	470
2021 Q1	$6K	Hold	4	–	–	﹤0.01%	494
2020 Q4	$5K	Hold	4	–	–	﹤0.01%	433
2020 Q3	$5K	Hold	4	–	–	﹤0.01%	433
2020 Q2	$5K	Buy	+4	New	+$4.21K	﹤0.01%	358
2020 Q1	–	Sell	-4	Closed	-$5K	–	335
2019 Q4	$5K	Buy	+4	New	+$4.62K	﹤0.01%	390
2019 Q3	–	Sell	-4	Closed	-$4K	–	485
2019 Q2	$4K	Buy	+4	New	+$4.21K	﹤0.01%	280

Other funds holding AZO

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Evolution Wealth Advisors's AZO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of AutoZone (AZO) in Q4 2021, closing a stake of 4 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in AZO in Q2 2019 and held it in 8 quarters. The position peaked at $7K in Q3 2021. 908 funds tracked by Wall St. Rank hold AZO as of Q4 2021.

Evolution Wealth Advisors reported no remaining AutoZone position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 4 AutoZone shares in Q4 2021, an estimated $7K.
Evolution Wealth Advisors first reported a position in AutoZone in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's AutoZone position peaked at $7K in Q3 2021.
908 funds tracked by Wall St. Rank held AutoZone as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.