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FSC Wealth Advisors’s AZZ Inc AZZ Stock Holding History

FSC 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
Q3 		– Sell
-951
Closed -$73.5K – 293
2024
Q2 		$73.5K Buy
951
+265
+39% +$20.7K 0.05% 93
2024
Q1 		$53K Buy
+686
New +$46.3K 0.04% 99

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

FSC Wealth Advisors's AZZ Position: Q3 2024 in Review

FSC Wealth Advisors sold out of AZZ Inc (AZZ) in Q3 2024, closing a stake of 951 shares — an estimated $73.5K sold.

FSC Wealth Advisors first reported a position in AZZ in Q1 2024 and held it in 2 quarters. The position peaked at $73.5K in Q2 2024. 255 funds tracked by Wall St. Rank hold AZZ as of Q3 2024.

  • FSC Wealth Advisors reported no remaining AZZ Inc position as of Q3 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 951 AZZ Inc shares in Q3 2024, an estimated $73.5K.
  • FSC Wealth Advisors first reported a position in AZZ Inc in Q1 2024 and held it in 2 quarters.
  • FSC Wealth Advisors's AZZ Inc position peaked at $73.5K in Q2 2024.
  • 255 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.