Kapitalo Investimentos’s The AZEK Co AZEK Stock Holding History

Kapitalo Investimentos’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 Q4	–	Sell	-4,512	Closed	-$134K	–	542
2023 Q3	$134K	Buy	+4,512	New	+$142K	0.02%	352

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 $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kapitalo Investimentos's AZEK Position: Q4 2023 in Review

Kapitalo Investimentos sold out of The AZEK Co (AZEK) in Q4 2023, closing a stake of 4,512 shares — an estimated $134K sold.

Kapitalo Investimentos first reported a position in AZEK in Q3 2023 and held it in 1 quarter. The position peaked at $134K in Q3 2023. 323 funds tracked by Wall St. Rank hold AZEK as of Q4 2023.

Kapitalo Investimentos reported no remaining The AZEK Co position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 4,512 The AZEK Co shares in Q4 2023, an estimated $134K.
Kapitalo Investimentos first reported a position in The AZEK Co in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's The AZEK Co position peaked at $134K in Q3 2023.
323 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.