Forvis Mazars Wealth Advisors’s AutoZone AZO Stock Holding History

Forvis Mazars Wealth Advisors’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
2021 Q1	–	Sell	-443	Closed	-$525K	–	283
2020 Q4	$525K	Buy	443 +2	+0.5%	+$2.32K	0.03%	217
2020 Q3	$519K	Sell	441 -31	-7%	-$36.6K	0.03%	202
2020 Q2	$532K	Sell	472 -42	-8%	-$44.2K	0.03%	189
2020 Q1	$435K	Buy	514 +31	+6%	+$32.2K	0.04%	187
2019 Q4	$575K	Buy	483 +7	+1%	+$8.08K	0.04%	174
2019 Q3	$516K	Buy	+476	New	+$534K	0.04%	169
2018 Q4	–	Sell	-362	Closed	-$281K	–	225
2018 Q3	$281K	Sell	362 -35	-9%	-$25.8K	0.02%	198
2018 Q2	$266K	Buy	397 +60	+18%	+$38.7K	0.03%	205
2018 Q1	$219K	Sell	337 -30	-8%	-$21.5K	0.02%	219
2017 Q4	$261K	Sell	367 -52	-12%	-$33.2K	0.03%	215
2017 Q3	$249K	Buy	+419	New	+$223K	0.03%	203

Other funds holding AZO

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

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

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's AZO Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of AutoZone (AZO) in Q1 2021, closing a stake of 443 shares — an estimated $525K sold.

Forvis Mazars Wealth Advisors first reported a position in AZO in Q3 2017 and held it in 11 quarters. The position peaked at $575K in Q4 2019. 768 funds tracked by Wall St. Rank hold AZO as of Q1 2021.

Forvis Mazars Wealth Advisors reported no remaining AutoZone position as of Q1 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 443 AutoZone shares in Q1 2021, an estimated $525K.
Forvis Mazars Wealth Advisors first reported a position in AutoZone in Q3 2017 and held it in 11 quarters.
Forvis Mazars Wealth Advisors's AutoZone position peaked at $575K in Q4 2019.
768 funds tracked by Wall St. Rank held AutoZone as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.