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First Trust Direct Indexing’s AutoZone AZO Stock Holding History

First Trust Direct Indexing’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 		– Sell
-604
Closed -$1.9M – 87
2024
Q3 		$1.9M Buy
604
+86
+17% +$264K 0.1% 210
2024
Q2 		$1.54M Buy
518
+39
+8% +$114K 0.09% 214
2024
Q1 		$1.51M Buy
479
+42
+10% +$120K 0.11% 192
2023
Q4 		$1.13M Buy
437
+121
+38% +$314K 0.1% 233
2023
Q3 		$803K Buy
316
+14
+5% +$35.1K 0.09% 264
2023
Q2 		$753K Sell
302
-60
-17% -$153K 0.08% 284
2023
Q1 		$890K Sell
362
-31
-8% -$75.6K 0.11% 245
2022
Q4 		$969K Sell
393
-1
-0.3% -$2.42K 0.13% 209
2022
Q3 		$844K Sell
394
-11
-3% -$24K 0.12% 220
2022
Q2 		$870K Buy
405
+1
+0.2% +$2.06K 0.12% 223
2022
Q1 		$826K Buy
404
+14
+4% +$27.4K 0.1% 258
2021
Q4 		$818K Buy
390
+15
+4% +$27.9K 0.11% 238
2021
Q3 		$637K Sell
375
-28
-7% -$44.9K 0.09% 282
2021
Q2 		$601K Buy
403
+67
+20% +$97.1K 0.09% 287
2021
Q1 		$472K Buy
336
+4
+1% +$4.95K 0.13% 223
2020
Q4 		$394K Buy
+332
New +$384K 0.11% 234

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Direct Indexing's AZO Position: Q4 2024 in Review

First Trust Direct Indexing sold out of AutoZone (AZO) in Q4 2024, closing a stake of 604 shares — an estimated $1.9M sold.

First Trust Direct Indexing first reported a position in AZO in Q4 2020 and held it in 16 quarters. The position peaked at $1.9M in Q3 2024. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 604 AutoZone shares in Q4 2024, an estimated $1.9M.
  • First Trust Direct Indexing first reported a position in AutoZone in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's AutoZone position peaked at $1.9M in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.