Level Four Advisory Services’s The AZEK Co AZEK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
– Sell
-17,015
Closed -$506K – 791
2023
Q3
$506K Sell
17,015
-217
-1% -$6.82K 0.03% 439
2023
Q2
$522K Buy
17,232
+1,520
+10% +$39.3K 0.03% 453
2023
Q1
$370K Buy
+15,712
New +$372K 0.02% 534

Other funds holding AZEK

Level Four Advisory Services's AZEK Position: Q4 2023 in Review

Level Four Advisory Services sold out of The AZEK Co (AZEK) in Q4 2023, closing a stake of 17,015 shares — an estimated $506K sold.

Level Four Advisory Services first reported a position in AZEK in Q1 2023 and held it in 3 quarters. The position peaked at $522K in Q2 2023. 323 funds tracked by Wall St. Rank hold AZEK as of Q4 2023.

  • Level Four Advisory Services reported no remaining The AZEK Co position as of Q4 2023 after selling out during the quarter.
  • Level Four Advisory Services sold 17,015 The AZEK Co shares in Q4 2023, an estimated $506K.
  • Level Four Advisory Services first reported a position in The AZEK Co in Q1 2023 and held it in 3 quarters.
  • Level Four Advisory Services's The AZEK Co position peaked at $522K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.