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Keudell/Morrison Wealth Management’s AutoZone AZO Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-97
Closed -$203K – 178
2021
Q4 		$203K Buy
+97
New +$181K 0.08% 181

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Keudell/Morrison Wealth Management's AZO Position: Q1 2022 in Review

Keudell/Morrison Wealth Management sold out of AutoZone (AZO) in Q1 2022, closing a stake of 97 shares — an estimated $203K sold.

Keudell/Morrison Wealth Management first reported a position in AZO in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 905 funds tracked by Wall St. Rank hold AZO as of Q1 2022.

  • Keudell/Morrison Wealth Management reported no remaining AutoZone position as of Q1 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 97 AutoZone shares in Q1 2022, an estimated $203K.
  • Keudell/Morrison Wealth Management first reported a position in AutoZone in Q4 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's AutoZone position peaked at $203K in Q4 2021.
  • 905 funds tracked by Wall St. Rank held AutoZone as of Q1 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.