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Graves Light Lenhart Wealth’s AZZ Inc AZZ Stock Holding History

Graves Light Lenhart Wealth’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
2021
Q3 		– Sell
-138
Closed -$7K – 715
2021
Q2 		$7K Hold
138
– – ﹤0.01% 595
2021
Q1 		$7K Hold
138
– – ﹤0.01% 610
2020
Q4 		$7K Buy
+138
New +$5.59K ﹤0.01% 580

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Graves Light Lenhart Wealth's AZZ Position: Q3 2021 in Review

Graves Light Lenhart Wealth sold out of AZZ Inc (AZZ) in Q3 2021, closing a stake of 138 shares — an estimated $7K sold.

Graves Light Lenhart Wealth first reported a position in AZZ in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 174 funds tracked by Wall St. Rank hold AZZ as of Q3 2021.

  • Graves Light Lenhart Wealth reported no remaining AZZ Inc position as of Q3 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 138 AZZ Inc shares in Q3 2021, an estimated $7K.
  • Graves Light Lenhart Wealth first reported a position in AZZ Inc in Q4 2020 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's AZZ Inc position peaked at $7K in Q2 2021.
  • 174 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.