KWA
AZEK

Kingswood Wealth Advisors’s The AZEK Co AZEK Stock Holding History

Kingswood 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
2024
Q3 		– Sell
-12,403
Closed -$523K – 668
2024
Q2 		$523K Buy
+12,403
New +$574K 0.05% 378

Other funds holding AZEK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kingswood Wealth Advisors's AZEK Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of The AZEK Co (AZEK) in Q3 2024, closing a stake of 12,403 shares — an estimated $523K sold.

Kingswood Wealth Advisors first reported a position in AZEK in Q2 2024 and held it in 1 quarter. The position peaked at $523K in Q2 2024. 341 funds tracked by Wall St. Rank hold AZEK as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining The AZEK Co position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 12,403 The AZEK Co shares in Q3 2024, an estimated $523K.
  • Kingswood Wealth Advisors first reported a position in The AZEK Co in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's The AZEK Co position peaked at $523K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.