GWS
AZEK

Glassman Wealth Services’s The AZEK Co AZEK Stock Holding History

Glassman Wealth Services’s Portfolio AZEK Stock Details AZEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-74
Closed -$2.83K – 357
2023
Q4 		$2.83K Hold
74
– – ﹤0.01% 1244
2023
Q3 		$2.2K Hold
74
– – ﹤0.01% 1302
2023
Q2 		$2.24K Buy
74
+60
+429% +$1.55K ﹤0.01% 1209
2023
Q1 		$330 Hold
14
– – ﹤0.01% 1686
2022
Q4 		$284 Sell
14
-39
-74% -$722 ﹤0.01% 1723
2022
Q3 		$1K Sell
53
-30
-36% -$571 ﹤0.01% 1332
2022
Q2 		$1K Buy
83
+3
+4% +$62 ﹤0.01% 1346
2022
Q1 		$2K Buy
+80
New +$2.52K ﹤0.01% 1193

Other funds holding AZEK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glassman Wealth Services's AZEK Position: Q1 2024 in Review

Glassman Wealth Services sold out of The AZEK Co (AZEK) in Q1 2024, closing a stake of 74 shares — an estimated $2.83K sold.

Glassman Wealth Services first reported a position in AZEK in Q1 2022 and held it in 8 quarters. The position peaked at $2.83K in Q4 2023. 368 funds tracked by Wall St. Rank hold AZEK as of Q1 2024.

  • Glassman Wealth Services reported no remaining The AZEK Co position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 74 The AZEK Co shares in Q1 2024, an estimated $2.83K.
  • Glassman Wealth Services first reported a position in The AZEK Co in Q1 2022 and held it in 8 quarters.
  • Glassman Wealth Services's The AZEK Co position peaked at $2.83K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.