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First Trust Direct Indexing’s AZZ Inc AZZ Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-1,549
Closed -$73K – 454
2020
Q4 		$73K Buy
+1,549
New +$62.7K 0.02% 617

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

First Trust Direct Indexing's AZZ Position: Q1 2021 in Review

First Trust Direct Indexing sold out of AZZ Inc (AZZ) in Q1 2021, closing a stake of 1,549 shares — an estimated $73K sold.

First Trust Direct Indexing first reported a position in AZZ in Q4 2020 and held it in 1 quarter. The position peaked at $73K in Q4 2020. 171 funds tracked by Wall St. Rank hold AZZ as of Q1 2021.

  • First Trust Direct Indexing reported no remaining AZZ Inc position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,549 AZZ Inc shares in Q1 2021, an estimated $73K.
  • First Trust Direct Indexing first reported a position in AZZ Inc in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's AZZ Inc position peaked at $73K in Q4 2020.
  • 171 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.