FP
AZEK

Financial Perspectives’s The AZEK Co AZEK Stock Holding History

Financial Perspectives’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
2024
Q1 		– Sell
-33
Closed -$1.26K – 673
2023
Q4 		$1.26K Hold
33
– – ﹤0.01% 616
2023
Q3 		$981 Hold
33
– – ﹤0.01% 634
2023
Q2 		$1K Hold
33
– – ﹤0.01% 619
2023
Q1 		$777 Hold
33
– – ﹤0.01% 630
2022
Q4 		$671 Hold
33
– – ﹤0.01% 636
2022
Q3 		$548 Hold
33
– – ﹤0.01% 649
2022
Q2 		$552 Hold
33
– – ﹤0.01% 652
2022
Q1 		$820 Hold
33
– – ﹤0.01% 643
2021
Q4 		$1.53K Hold
33
– – ﹤0.01% 599
2021
Q3 		$1.21K Hold
33
– – ﹤0.01% 610
2021
Q2 		$1.4K Sell
33
-1,355
-98% -$60.7K ﹤0.01% 628
2021
Q1 		$33K Buy
1,388
+1,355
+4,106% +$58K ﹤0.01% 574
2020
Q4 		$1.27K Hold
33
– – ﹤0.01% 566
2020
Q3 		$1.15K Hold
33
– – ﹤0.01% 524
2020
Q2 		$1.05K Buy
+33
New +$1K ﹤0.01% 515

Other funds holding AZEK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return