LFA
AZZ icon

Legacy Financial Advisors’s AZZ Inc AZZ Stock Holding History

Legacy Financial Advisors’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-66
Closed -$3K – 979
2018
Q3 		$3K Hold
66
– – ﹤0.01% 752
2018
Q2 		$4K Hold
66
– – ﹤0.01% 725
2018
Q1 		$2K Hold
66
– – ﹤0.01% 743
2017
Q4 		$3K Buy
+66
New +$3.12K ﹤0.01% 691

Other funds holding AZZ

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Financial Advisors's AZZ Position: Q4 2018 in Review

Legacy Financial Advisors sold out of AZZ Inc (AZZ) in Q4 2018, closing a stake of 66 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in AZZ in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 171 funds tracked by Wall St. Rank hold AZZ as of Q4 2018.

  • Legacy Financial Advisors reported no remaining AZZ Inc position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 66 AZZ Inc shares in Q4 2018, an estimated $3K.
  • Legacy Financial Advisors first reported a position in AZZ Inc in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's AZZ Inc position peaked at $4K in Q2 2018.
  • 171 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.