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.