JP Morgan Private Wealth Advisors’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.23M | Sell |
2,848
-1
| -0% | -$2.51K | 0.02% | 428 |
|
|
2023
Q2 | $7.1M | Sell |
2,849
-9,220
| -76% | -$23.5M | 0.04% | 284 |
|
|
2023
Q1 | $29.7M | Sell |
12,069
-489
| -4% | -$1.19M | 0.06% | 260 |
|
|
2022
Q4 | $31M | Sell |
12,558
-2,573
| -17% | -$6.22M | 0.07% | 244 |
|
|
2022
Q3 | $32.4M | Buy |
15,131
+8,620
| +132% | +$18.8M | 0.08% | 215 |
|
|
2022
Q2 | $14M | Buy |
6,511
+2,259
| +53% | +$4.65M | 0.04% | 343 |
|
|
2022
Q1 | $8.69M | Buy |
4,252
+36
| +0.9% | +$70.4K | 0.02% | 472 |
|
|
2021
Q4 | $8.84M | Buy |
4,216
+2,527
| +150% | +$4.7M | 0.02% | 463 |
|
|
2021
Q3 | $2.87M | Buy |
1,689
+193
| +13% | +$310K | 0.01% | 756 |
|
|
2021
Q2 | $2.23M | Buy |
1,496
+685
| +84% | +$993K | 0.01% | 827 |
|
|
2021
Q1 | $1.14M | Buy |
811
+172
| +27% | +$213K | ﹤0.01% | 980 |
|
|
2020
Q4 | $757K | Buy |
639
+333
| +109% | +$386K | ﹤0.01% | 1112 |
|
|
2020
Q3 | $360K | Sell |
306
-93
| -23% | -$110K | ﹤0.01% | 1286 |
|
|
2020
Q2 | $450K | Sell |
399
-448
| -53% | -$472K | ﹤0.01% | 1146 |
|
|
2020
Q1 | $717K | Sell |
847
-91
| -10% | -$94.6K | ﹤0.01% | 815 |
|
|
2019
Q4 | $1.12M | Buy |
938
+10
| +1% | +$11.5K | 0.01% | 765 |
|
|
2019
Q3 | $1.01M | Buy |
928
+224
| +32% | +$251K | 0.01% | 746 |
|
|
2019
Q2 | $774K | Buy |
704
+393
| +126% | +$414K | ﹤0.01% | 833 |
|
|
2019
Q1 | $319K | Sell |
311
-31
| -9% | -$27.8K | ﹤0.01% | 1183 |
|
|
2018
Q4 | $287K | Buy |
342
+63
| +23% | +$50.5K | ﹤0.01% | 1188 |
|
|
2018
Q3 | $216K | Buy |
+279
| New | +$205K | ﹤0.01% | 1443 |
|
|
2018
Q1 | – | Sell |
-284
| Closed | -$202K | – | 1303 |
|
|
2017
Q4 | $202K | Buy |
+284
| New | +$182K | ﹤0.01% | 1186 |
|
|
2017
Q1 | – | Sell |
-382
| Closed | -$302K | – | 1332 |
|
|
2016
Q4 | $302K | Sell |
382
-106
| -22% | -$81.6K | ﹤0.01% | 987 |
|
|
2016
Q3 | $375K | Buy |
488
+95
| +24% | +$74K | ﹤0.01% | 896 |
|
|
2016
Q2 | $312K | Sell |
393
-481
| -55% | -$371K | ﹤0.01% | 957 |
|
|
2016
Q1 | $695K | Buy |
874
+359
| +70% | +$272K | 0.01% | 649 |
|
|
2015
Q4 | $382K | Hold |
515
| – | – | ﹤0.01% | 777 |
|
|
2015
Q3 | $373K | Buy |
515
+6
| +1% | +$4.25K | ﹤0.01% | 718 |
|
|
2015
Q2 | $339K | Buy |
509
+179
| +54% | +$123K | ﹤0.01% | 801 |
|
|
2015
Q1 | $225K | Sell |
330
-113
| -26% | -$71K | ﹤0.01% | 996 |
|
|
2014
Q4 | $274K | Buy |
+443
| New | +$250K | ﹤0.01% | 909 |
|
|
2014
Q3 | – | Sell |
-424
| Closed | -$227K | – | 1078 |
|
|
2014
Q2 | $227K | Buy |
+424
| New | +$224K | ﹤0.01% | 780 |
|
Other funds holding AZO
JP Morgan Private Wealth Advisors's AZO Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its AutoZone (AZO) stake by 0.04% in Q3 2023, selling an estimated $2.51K and leaving 2,848 shares worth $7.23M. The position accounts for 0.02% of the portfolio, ranked #428.
JP Morgan Private Wealth Advisors first reported a position in AZO in Q2 2014 and has held it in 32 quarters since. The position peaked at $32.4M in Q3 2022. 1,041 funds tracked by Wall St. Rank hold AZO as of Q3 2023.
- JP Morgan Private Wealth Advisors held 2,848 shares of AutoZone worth $7.23M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1 AutoZone share in Q3 2023, an estimated $2.51K.
- AutoZone made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #428 holding.
- JP Morgan Private Wealth Advisors first reported a position in AutoZone in Q2 2014 and has held it in 32 quarters since.
- JP Morgan Private Wealth Advisors's AutoZone position peaked at $32.4M in Q3 2022.
- 1,041 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.