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Laurel Wealth Advisors (California)’s AutoZone AZO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$271K Sell
110
-8
-7% -$19.3K 0.03% 536
2022
Q3 		$252K Sell
118
-2
-2% -$4.36K 0.03% 539
2022
Q2 		$258K Sell
120
-15
-11% -$30.8K 0.03% 543
2022
Q1 		$276K Buy
135
+14
+12% +$27.4K 0.02% 613
2021
Q4 		$254K Buy
+121
New +$225K 0.02% 675

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laurel Wealth Advisors (California)'s AZO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its AutoZone (AZO) stake by 6.8% in Q4 2022, selling an estimated $19.3K and leaving 110 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #536.

Laurel Wealth Advisors (California) first reported a position in AZO in Q4 2021 and has held it in 5 quarters since. The position peaked at $276K in Q1 2022. 1,045 funds tracked by Wall St. Rank hold AZO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 110 shares of AutoZone worth $271K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 8 AutoZone shares in Q4 2022, an estimated $19.3K.
  • AutoZone made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #536 holding.
  • Laurel Wealth Advisors (California) first reported a position in AutoZone in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s AutoZone position peaked at $276K in Q1 2022.
  • 1,045 funds tracked by Wall St. Rank held AutoZone as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.