GWM
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Geneos Wealth Management’s AZZ Inc AZZ Stock Holding History

Geneos Wealth Management’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
2018
Q3 		– Sell
-380
Closed -$16K – 2408
2018
Q2 		$16K Hold
380
– – ﹤0.01% 1532
2018
Q1 		$16K Sell
380
-33
-8% -$1.48K ﹤0.01% 1470
2017
Q4 		$21K Hold
413
– – ﹤0.01% 1352
2017
Q3 		$20K Hold
413
– – ﹤0.01% 1312
2017
Q2 		$23K Hold
413
– – ﹤0.01% 1216
2017
Q1 		$24K Hold
413
– – ﹤0.01% 1170
2016
Q4 		$26K Buy
413
+380
+1,152% +$22.9K ﹤0.01% 1073
2016
Q3 		$2K Buy
+33
New +$2.11K ﹤0.01% 1747

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return