Nisa Investment Advisors
AZEK

Nisa Investment Advisors’s The AZEK Co AZEK Stock Holding History

Nisa Investment Advisors’s Portfolio AZEK Stock Details AZEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,548
Closed -$380K – 2779
2023
Q2 		$380K Sell
12,548
-14,743
-54% -$381K ﹤0.01% 1155
2023
Q1 		$642K Buy
27,291
+21,539
+374% +$510K 0.01% 986
2022
Q4 		$117K Buy
+5,752
New +$106K ﹤0.01% 1506
2022
Q1 		– Sell
-4,700
Closed -$155K – 2358
2021
Q4 		$155K Buy
+4,700
New +$187K ﹤0.01% 1356

Other funds holding AZEK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nisa Investment Advisors's AZEK Position: Q3 2023 in Review

Nisa Investment Advisors sold out of The AZEK Co (AZEK) in Q3 2023, closing a stake of 12,548 shares — an estimated $380K sold.

Nisa Investment Advisors first reported a position in AZEK in Q4 2021 and held it in 4 quarters. The position peaked at $642K in Q1 2023. 297 funds tracked by Wall St. Rank hold AZEK as of Q3 2023.

  • Nisa Investment Advisors reported no remaining The AZEK Co position as of Q3 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 12,548 The AZEK Co shares in Q3 2023, an estimated $380K.
  • Nisa Investment Advisors first reported a position in The AZEK Co in Q4 2021 and held it in 4 quarters.
  • Nisa Investment Advisors's The AZEK Co position peaked at $642K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2023.

Based on Nisa Investment Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.