JFS Wealth Advisors’s The AZEK Co AZEK Stock Holding History

JFS Wealth Advisors’s Portfolio AZEK Stock Details AZEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-64	Closed	-$3.48K	–	1906
2025 Q2	$3.48K	Hold	64	–	–	﹤0.01%	1216
2025 Q1	$3.13K	Hold	64	–	–	﹤0.01%	1304
2024 Q4	$3.04K	Hold	64	–	–	﹤0.01%	1316
2024 Q3	$3K	Buy	64 +2	+3%	+$86	﹤0.01%	1318
2024 Q2	$2.61K	Buy	62 +17	+38%	+$787	﹤0.01%	1334
2024 Q1	$2.26K	Buy	45 +3	+7%	+$131	﹤0.01%	1397
2023 Q4	$1.61K	Sell	42 -16	-28%	-$499	﹤0.01%	1519
2023 Q3	$1.73K	Buy	58 +18	+45%	+$566	﹤0.01%	1417
2023 Q2	$1.21K	Hold	40	–	–	﹤0.01%	1545
2023 Q1	$942	Buy	40 +20	+100%	+$473	﹤0.01%	1599
2022 Q4	$406	Buy	20 +10	+100%	+$185	﹤0.01%	1764
2022 Q3	$0	Sell	10 -17	-63%	-$323	﹤0.01%	1734
2022 Q2	$0	Buy	27 +25	+1,250%	+$513	﹤0.01%	1733
2022 Q1	$0	Sell	2 -2	-50%	-$63	﹤0.01%	1816
2021 Q4	$0	Buy	+4	New	+$159	﹤0.01%	1709

Other funds holding AZEK

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's AZEK Position: Q3 2025 in Review

JFS Wealth Advisors sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 64 shares — an estimated $3.48K sold.

JFS Wealth Advisors first reported a position in AZEK in Q4 2021 and held it in 15 quarters. The position peaked at $3.48K in Q2 2025. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

JFS Wealth Advisors reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
JFS Wealth Advisors sold 64 The AZEK Co shares in Q3 2025, an estimated $3.48K.
JFS Wealth Advisors first reported a position in The AZEK Co in Q4 2021 and held it in 15 quarters.
JFS Wealth Advisors's The AZEK Co position peaked at $3.48K in Q2 2025.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.