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Holistic Financial Partners’s AutoZone AZO Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-55
Closed -$36K – 60
2018
Q1 		$36K Sell
55
-10
-15% -$7.16K 0.03% 230
2017
Q4 		$46K Buy
+65
New +$41.5K 0.04% 210

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Holistic Financial Partners's AZO Position: Q2 2018 in Review

Holistic Financial Partners sold out of AutoZone (AZO) in Q2 2018, closing a stake of 55 shares — an estimated $36K sold.

Holistic Financial Partners first reported a position in AZO in Q4 2017 and held it in 2 quarters. The position peaked at $46K in Q4 2017. 594 funds tracked by Wall St. Rank hold AZO as of Q2 2018.

  • Holistic Financial Partners reported no remaining AutoZone position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 55 AutoZone shares in Q2 2018, an estimated $36K.
  • Holistic Financial Partners first reported a position in AutoZone in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's AutoZone position peaked at $46K in Q4 2017.
  • 594 funds tracked by Wall St. Rank held AutoZone as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.