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Financial Synergies Wealth Advisors’s AZZ Inc AZZ Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-414
Closed -$32K – 106
2024
Q1 		$32K Buy
+414
New +$28K ﹤0.01% 156
2023
Q4 		– Sell
-414
Closed -$18.9K – 468
2023
Q3 		$18.9K Buy
+414
New +$18.9K ﹤0.01% 183

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Financial Synergies Wealth Advisors's AZZ Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of AZZ Inc (AZZ) in Q2 2024, closing a stake of 414 shares — an estimated $32K sold.

Financial Synergies Wealth Advisors first reported a position in AZZ in Q3 2023 and held it in 2 quarters. The position peaked at $32K in Q1 2024. 253 funds tracked by Wall St. Rank hold AZZ as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining AZZ Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 414 AZZ Inc shares in Q2 2024, an estimated $32K.
  • Financial Synergies Wealth Advisors first reported a position in AZZ Inc in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's AZZ Inc position peaked at $32K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.