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GeoWealth Management’s AZZ Inc AZZ Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-2,887
Closed -$237K – 1116
2024
Q4 		$237K Buy
2,887
+2,862
+11,448% +$242K 0.01% 700
2024
Q3 		$2.06K Buy
+25
New +$1.98K ﹤0.01% 1556

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

GeoWealth Management's AZZ Position: Q1 2025 in Review

GeoWealth Management sold out of AZZ Inc (AZZ) in Q1 2025, closing a stake of 2,887 shares — an estimated $237K sold.

GeoWealth Management first reported a position in AZZ in Q3 2024 and held it in 2 quarters. The position peaked at $237K in Q4 2024. 236 funds tracked by Wall St. Rank hold AZZ as of Q1 2025.

  • GeoWealth Management reported no remaining AZZ Inc position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,887 AZZ Inc shares in Q1 2025, an estimated $237K.
  • GeoWealth Management first reported a position in AZZ Inc in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's AZZ Inc position peaked at $237K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.