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Josh Arnold Investment Consultant’s A2Z Smart Technologies AZ Stock Holding History

Josh Arnold Investment Consultant’s Portfolio AZ Stock Details AZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,598
Closed -$67K – 26
2023
Q2 		$67K Buy
+10,598
New +$45.7K 0.07% 28

Other funds holding AZ

SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Josh Arnold Investment Consultant's AZ Position: Q3 2023 in Review

Josh Arnold Investment Consultant sold out of A2Z Smart Technologies (AZ) in Q3 2023, closing a stake of 10,598 shares — an estimated $67K sold.

Josh Arnold Investment Consultant first reported a position in AZ in Q2 2023 and held it in 1 quarter. The position peaked at $67K in Q2 2023. 17 funds tracked by Wall St. Rank hold AZ as of Q3 2023.

  • Josh Arnold Investment Consultant reported no remaining A2Z Smart Technologies position as of Q3 2023 after selling out during the quarter.
  • Josh Arnold Investment Consultant sold 10,598 A2Z Smart Technologies shares in Q3 2023, an estimated $67K.
  • Josh Arnold Investment Consultant first reported a position in A2Z Smart Technologies in Q2 2023 and held it in 1 quarter.
  • Josh Arnold Investment Consultant's A2Z Smart Technologies position peaked at $67K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held A2Z Smart Technologies as of Q3 2023.

Based on Josh Arnold Investment Consultant's 13F filing for Q3 2023, filed 14 Nov 2023.