Fairhaven Wealth Management’s AutoZone AZO Stock Holding History

Fairhaven Wealth Management’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
2024 Q4	$445K	Hold	139	–	–	0.14%	69
2024 Q3	$438K	Hold	139	–	–	0.13%	71
2024 Q2	$412K	Hold	139	–	–	0.14%	68
2024 Q1	$438K	Hold	139	–	–	0.15%	65
2023 Q4	$359K	Hold	139	–	–	0.13%	71
2023 Q3	$353K	Hold	139	–	–	0.14%	72
2023 Q2	$347K	Buy	+139	New	+$355K	0.13%	76
2022 Q4	$343K	Hold	139	–	–	0.15%	67
2022 Q3	$298K	Hold	139	–	–	0.13%	74
2022 Q2	$299K	Hold	139	–	–	0.14%	70
2022 Q1	$284K	Hold	139	–	–	0.12%	87
2021 Q4	$291K	Hold	139	–	–	0.11%	79
2021 Q3	$236K	Hold	139	–	–	0.1%	93
2021 Q2	$207K	Buy	+139	New	+$202K	0.08%	111

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fairhaven Wealth Management's AZO Position: Q4 2024 in Review

Fairhaven Wealth Management held its AutoZone (AZO) position steady in Q4 2024 at 139 shares worth $445K. The position accounts for 0.14% of the portfolio, ranked #69.

Fairhaven Wealth Management first reported a position in AZO in Q2 2021 and has held it in 14 quarters since. 1,215 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

Fairhaven Wealth Management held 139 shares of AutoZone worth $445K as of Q4 2024.
Fairhaven Wealth Management left its AutoZone share count unchanged in Q4 2024.
AutoZone made up 0.14% of Fairhaven Wealth Management's portfolio in Q4 2024, its #69 holding.
Fairhaven Wealth Management first reported a position in AutoZone in Q2 2021 and has held it in 14 quarters since.
1,215 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.