Fidelity Investments
AZIO

Fidelity Investments’s Azio AI Holdings AZIO Stock Holding History

Fidelity Investments’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
2024
Q1 		– Sell
-30
Closed -$397 – 5479
2023
Q4 		$397 Buy
+30
New +$418 ﹤0.01% 4837
2022
Q4 		– Sell
-18
Closed -$1K – 5416
2022
Q3 		$1K Buy
+18
New +$903 ﹤0.01% 4655

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 $1.61T AUM 30.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments's AZIO Position: Q1 2024 in Review

Fidelity Investments sold out of Azio AI Holdings (AZIO) in Q1 2024, closing a stake of 30 shares — an estimated $397 sold.

Fidelity Investments first reported a position in AZIO in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 23 funds tracked by Wall St. Rank hold AZIO as of Q1 2024.

  • Fidelity Investments reported no remaining Azio AI Holdings position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 30 Azio AI Holdings shares in Q1 2024, an estimated $397.
  • Fidelity Investments first reported a position in Azio AI Holdings in Q3 2022 and held it in 2 quarters.
  • Fidelity Investments's Azio AI Holdings position peaked at $1K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held Azio AI Holdings as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.