Heritage Wealth Management (Arizona)’s AutoZone AZO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$863K	Buy	350 +175	+100%	+$423K	0.12%	129
2022 Q3	$375K	Hold	175	–	–	0.12%	124
2022 Q2	$376K	Hold	175	–	–	0.13%	124
2022 Q1	$358K	Buy	+175	New	+$342K	0.1%	167
2021 Q3	$321K	Buy	189 +14	+8%	+$22.5K	0.11%	141
2021 Q2	$261K	Buy	175 +5	+3%	+$7.25K	0.1%	179
2021 Q1	$239K	Buy	+170	New	+$210K	0.13%	139

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heritage Wealth Management (Arizona)'s AZO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its AutoZone (AZO) stake by 100% in Q4 2022, buying an estimated $423K and bringing the position to 350 shares worth $863K. The position accounts for 0.12% of the portfolio, ranked #129.

Heritage Wealth Management (Arizona) first reported a position in AZO in Q1 2021 and has held it in 7 quarters since. 1,045 funds tracked by Wall St. Rank hold AZO as of Q4 2022.

Heritage Wealth Management (Arizona) held 350 shares of AutoZone worth $863K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 175 AutoZone shares in Q4 2022, an estimated $423K.
AutoZone made up 0.12% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #129 holding.
Heritage Wealth Management (Arizona) first reported a position in AutoZone in Q1 2021 and has held it in 7 quarters since.
1,045 funds tracked by Wall St. Rank held AutoZone as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.