GA
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Gateway Advisory’s AutoZone AZO Stock Holding History

Gateway Advisory’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
-92
Closed -$238K – 134
2023
Q4 		$238K Sell
92
-1
-1% -$2.59K 0.05% 118
2023
Q3 		$236K Buy
93
+2
+2% +$5.02K 0.05% 93
2023
Q2 		$227K Sell
91
-127
-58% -$324K 0.05% 95
2023
Q1 		$536K Buy
218
+4
+2% +$9.76K 0.12% 55
2022
Q4 		$528K Buy
214
+7
+3% +$16.9K 0.14% 50
2022
Q3 		$443K Buy
+207
New +$451K 0.11% 55

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gateway Advisory's AZO Position: Q1 2024 in Review

Gateway Advisory sold out of AutoZone (AZO) in Q1 2024, closing a stake of 92 shares — an estimated $238K sold.

Gateway Advisory first reported a position in AZO in Q3 2022 and held it in 6 quarters. The position peaked at $536K in Q1 2023. 1,159 funds tracked by Wall St. Rank hold AZO as of Q1 2024.

  • Gateway Advisory reported no remaining AutoZone position as of Q1 2024 after selling out during the quarter.
  • Gateway Advisory sold 92 AutoZone shares in Q1 2024, an estimated $238K.
  • Gateway Advisory first reported a position in AutoZone in Q3 2022 and held it in 6 quarters.
  • Gateway Advisory's AutoZone position peaked at $536K in Q1 2023.
  • 1,159 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.

Based on Gateway Advisory's 13F filing for Q1 2024, filed 15 May 2024.