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MPS Loria Financial Planners’s AutoZone AZO Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-16
Closed -$22K – 139
2021
Q1 		$22K Hold
16
– – 0.01% 229
2020
Q4 		$19K Buy
+16
New +$18.5K 0.01% 236

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's AZO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of AutoZone (AZO) in Q2 2021, closing a stake of 16 shares — an estimated $22K sold.

MPS Loria Financial Planners first reported a position in AZO in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 786 funds tracked by Wall St. Rank hold AZO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining AutoZone position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 16 AutoZone shares in Q2 2021, an estimated $22K.
  • MPS Loria Financial Planners first reported a position in AutoZone in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's AutoZone position peaked at $22K in Q1 2021.
  • 786 funds tracked by Wall St. Rank held AutoZone as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.