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Integrated Wealth Management (Palm Desert)’s AutoZone AZO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-3
Closed -$2K – 1306
2015
Q2 		$2K Buy
+3
New +$2.05K ﹤0.01% 1113

Other funds holding AZO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AZO Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of AutoZone (AZO) in Q3 2015, closing a stake of 3 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AZO in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 542 funds tracked by Wall St. Rank hold AZO as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining AutoZone position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3 AutoZone shares in Q3 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in AutoZone in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s AutoZone position peaked at $2K in Q2 2015.
  • 542 funds tracked by Wall St. Rank held AutoZone as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.