Focused Wealth Management’s AutoZone AZO Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-10	Closed	-$25.9K	–	268
2023 Q4	$25.9K	Hold	10	–	–	﹤0.01%	403
2023 Q3	$25.4K	Hold	10	–	–	﹤0.01%	383
2023 Q2	$24.9K	Hold	10	–	–	﹤0.01%	399
2023 Q1	$24.6K	Hold	10	–	–	0.01%	410
2022 Q4	$24.7K	Hold	10	–	–	0.01%	399
2022 Q3	$21K	Hold	10	–	–	﹤0.01%	386
2022 Q2	$21K	Hold	10	–	–	﹤0.01%	393
2022 Q1	$20K	Hold	10	–	–	﹤0.01%	444
2021 Q4	$21K	Hold	10	–	–	﹤0.01%	484
2021 Q3	$17K	Buy	10 +2	+25%	+$3.21K	﹤0.01%	528
2021 Q2	$12K	Hold	8	–	–	﹤0.01%	579
2021 Q1	$11K	Hold	8	–	–	﹤0.01%	579
2020 Q4	$9K	Hold	8	–	–	﹤0.01%	561
2020 Q3	$9K	Hold	8	–	–	﹤0.01%	516
2020 Q2	$9K	Hold	8	–	–	﹤0.01%	499
2020 Q1	$7K	Buy	+8	New	+$8.31K	﹤0.01%	490
2019 Q4	–	Sell	-120	Closed	-$130K	–	710
2019 Q3	$130K	Hold	120	–	–	0.04%	198
2019 Q2	$132K	Buy	+120	New	+$126K	0.04%	196

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Focused Wealth Management's AZO Position: Q1 2024 in Review

Focused Wealth Management sold out of AutoZone (AZO) in Q1 2024, closing a stake of 10 shares — an estimated $25.9K sold.

Focused Wealth Management first reported a position in AZO in Q2 2019 and held it in 18 quarters. The position peaked at $132K in Q2 2019. 1,159 funds tracked by Wall St. Rank hold AZO as of Q1 2024.

Focused Wealth Management reported no remaining AutoZone position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 10 AutoZone shares in Q1 2024, an estimated $25.9K.
Focused Wealth Management first reported a position in AutoZone in Q2 2019 and held it in 18 quarters.
Focused Wealth Management's AutoZone position peaked at $132K in Q2 2019.
1,159 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.