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Long Island Wealth Management’s AutoZone AZO Stock Holding History

Long Island 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
2024
Q1 		– Sell
-5
Closed -$13K – 107
2023
Q4 		$13K Buy
+5
New +$13K 0.01% 187

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Long Island Wealth Management's AZO Position: Q1 2024 in Review

Long Island Wealth Management sold out of AutoZone (AZO) in Q1 2024, closing a stake of 5 shares — an estimated $13K sold.

Long Island Wealth Management first reported a position in AZO in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 1,159 funds tracked by Wall St. Rank hold AZO as of Q1 2024.

  • Long Island Wealth Management reported no remaining AutoZone position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 5 AutoZone shares in Q1 2024, an estimated $13K.
  • Long Island Wealth Management first reported a position in AutoZone in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's AutoZone position peaked at $13K in Q4 2023.
  • 1,159 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.