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Liberty Wealth Management’s AutoZone AZO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-21
Closed -$36K – 245
2021
Q3 		$36K Buy
21
+2
+11% +$3.21K 0.01% 486
2021
Q2 		$28K Hold
19
– – 0.01% 431
2021
Q1 		$22K Hold
19
– – 0.01% 440
2020
Q4 		$22K Sell
19
-24
-56% -$27.8K 0.01% 437
2020
Q3 		$51K Sell
43
-2
-4% -$2.36K 0.03% 233
2020
Q2 		$51K Buy
45
+1
+2% +$1.05K 0.04% 218
2020
Q1 		$37K Buy
44
+25
+132% +$26K 0.03% 243
2019
Q4 		$22K Hold
19
– – 0.02% 398
2019
Q3 		$21K Buy
+19
New +$21.3K 0.02% 389

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Liberty Wealth Management's AZO Position: Q4 2021 in Review

Liberty Wealth Management sold out of AutoZone (AZO) in Q4 2021, closing a stake of 21 shares — an estimated $36K sold.

Liberty Wealth Management first reported a position in AZO in Q3 2019 and held it in 9 quarters. The position peaked at $51K in Q3 2020. 908 funds tracked by Wall St. Rank hold AZO as of Q4 2021.

  • Liberty Wealth Management reported no remaining AutoZone position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 21 AutoZone shares in Q4 2021, an estimated $36K.
  • Liberty Wealth Management first reported a position in AutoZone in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's AutoZone position peaked at $51K in Q3 2020.
  • 908 funds tracked by Wall St. Rank held AutoZone as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.