IBEX Wealth Advisors’s AutoZone AZO Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-5	Closed	-$8K	–	210
2021 Q3	$8K	Buy	+5	New	+$8.02K	﹤0.01%	365

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

IBEX Wealth Advisors's AZO Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of AutoZone (AZO) in Q4 2021, closing a stake of 5 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in AZO in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 908 funds tracked by Wall St. Rank hold AZO as of Q4 2021.

IBEX Wealth Advisors reported no remaining AutoZone position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 5 AutoZone shares in Q4 2021, an estimated $8K.
IBEX Wealth Advisors first reported a position in AutoZone in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's AutoZone position peaked at $8K in Q3 2021.
908 funds tracked by Wall St. Rank held AutoZone as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.