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Laidlaw Wealth Management’s AutoZone AZO Stock Holding History

Laidlaw 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
2023
Q2 		– Sell
-89
Closed -$219K – 353
2023
Q1 		$219K Buy
89
+3
+3% +$7.32K 0.04% 317
2022
Q4 		$212K Buy
+86
New +$208K 0.05% 327

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laidlaw Wealth Management's AZO Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of AutoZone (AZO) in Q2 2023, closing a stake of 89 shares — an estimated $219K sold.

Laidlaw Wealth Management first reported a position in AZO in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q1 2023. 1,045 funds tracked by Wall St. Rank hold AZO as of Q2 2023.

  • Laidlaw Wealth Management reported no remaining AutoZone position as of Q2 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 89 AutoZone shares in Q2 2023, an estimated $219K.
  • Laidlaw Wealth Management first reported a position in AutoZone in Q4 2022 and held it in 2 quarters.
  • Laidlaw Wealth Management's AutoZone position peaked at $219K in Q1 2023.
  • 1,045 funds tracked by Wall St. Rank held AutoZone as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.