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	Hold	33	–	–	﹤0.01%	628
2021 Q1	$1.39K	Hold	33	–	–	﹤0.01%	595
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Perspectives's AZEK Position: Q1 2024 in Review

Financial Perspectives sold out of The AZEK Co (AZEK) in Q1 2024, closing a stake of 33 shares — an estimated $1.26K sold.

Financial Perspectives first reported a position in AZEK in Q2 2020 and held it in 15 quarters. The position peaked at $1.53K in Q4 2021. 368 funds tracked by Wall St. Rank hold AZEK as of Q1 2024.

Financial Perspectives reported no remaining The AZEK Co position as of Q1 2024 after selling out during the quarter.
Financial Perspectives sold 33 The AZEK Co shares in Q1 2024, an estimated $1.26K.
Financial Perspectives first reported a position in The AZEK Co in Q2 2020 and held it in 15 quarters.
Financial Perspectives's The AZEK Co position peaked at $1.53K in Q4 2021.
368 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.