KWAG
AZO icon

Kiely Wealth Advisory Group’s AutoZone AZO Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$566K Hold
165
– – 0.36% 20
2024
Q3 		$527K Hold
165
– – 0.33% 19
2024
Q2 		$520K Sell
165
-25
-13% -$73.2K 0.29% 16
2024
Q1 		$566K Hold
190
– – 0.32% 13
2023
Q4 		$526K Buy
+190
New +$493K 0.3% 15

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kiely Wealth Advisory Group's AZO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its AutoZone (AZO) position steady in Q4 2024 at 165 shares worth $566K. The position accounts for 0.36% of the portfolio, ranked #20.

Kiely Wealth Advisory Group first reported a position in AZO in Q4 2023 and has held it in 5 quarters since. The position peaked at $566K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Kiely Wealth Advisory Group held 165 shares of AutoZone worth $566K as of Q4 2024.
  • Kiely Wealth Advisory Group left its AutoZone share count unchanged in Q4 2024.
  • AutoZone made up 0.36% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #20 holding.
  • Kiely Wealth Advisory Group first reported a position in AutoZone in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's AutoZone position peaked at $566K in Q1 2024.
  • 1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.