OneAscent Wealth Management’s AutoZone AZO Stock Holding History

OneAscent 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
2023 Q1	–	Sell	-97	Closed	-$239K	–	178
2022 Q4	$239K	Sell	97 -5	-5%	-$12.1K	0.11%	140
2022 Q3	$218K	Buy	+102	New	+$222K	0.11%	131
2022 Q2	–	Sell	-211	Closed	-$431K	–	187
2022 Q1	$431K	Buy	+211	New	+$412K	0.21%	95

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OneAscent Wealth Management's AZO Position: Q1 2023 in Review

OneAscent Wealth Management sold out of AutoZone (AZO) in Q1 2023, closing a stake of 97 shares — an estimated $239K sold.

OneAscent Wealth Management first reported a position in AZO in Q1 2022 and held it in 3 quarters. The position peaked at $431K in Q1 2022. 1,034 funds tracked by Wall St. Rank hold AZO as of Q1 2023.

OneAscent Wealth Management reported no remaining AutoZone position as of Q1 2023 after selling out during the quarter.
OneAscent Wealth Management sold 97 AutoZone shares in Q1 2023, an estimated $239K.
OneAscent Wealth Management first reported a position in AutoZone in Q1 2022 and held it in 3 quarters.
OneAscent Wealth Management's AutoZone position peaked at $431K in Q1 2022.
1,034 funds tracked by Wall St. Rank held AutoZone as of Q1 2023.

Based on OneAscent Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.