JP Morgan Private Wealth Advisors’s The AZEK Co AZEK Stock Holding History

JP Morgan Private 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
2023 Q3	$474K	Buy	15,941 +5	+0%	+$157	﹤0.01%	1267
2023 Q2	$483K	Sell	15,936 -1,140	-7%	-$29.5K	﹤0.01%	1043
2023 Q1	$402K	Buy	17,076 +1,532	+10%	+$36.3K	﹤0.01%	1556
2022 Q4	$316K	Buy	+15,544	New	+$288K	﹤0.01%	1638
2022 Q1	–	Sell	-5,422	Closed	-$251K	–	2003
2021 Q4	$251K	Buy	+5,422	New	+$216K	﹤0.01%	1821
2021 Q3	–	Sell	-31,883	Closed	-$1.35M	–	1939
2021 Q2	$1.35M	Buy	31,883 +7,021	+28%	+$315K	﹤0.01%	1047
2021 Q1	$1.04M	Buy	+24,862	New	+$1.06M	﹤0.01%	1012

Other funds holding AZEK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AZEK Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its The AZEK Co (AZEK) stake by 0.03% in Q3 2023, buying an estimated $157 and bringing the position to 15,941 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

JP Morgan Private Wealth Advisors first reported a position in AZEK in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2021. 297 funds tracked by Wall St. Rank hold AZEK as of Q3 2023.

JP Morgan Private Wealth Advisors held 15,941 shares of The AZEK Co worth $474K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 5 The AZEK Co shares in Q3 2023, an estimated $157.
The AZEK Co made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1267 holding.
JP Morgan Private Wealth Advisors first reported a position in The AZEK Co in Q1 2021 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's The AZEK Co position peaked at $1.35M in Q2 2021.
297 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.