Optimum Investment Advisors’s AutoZone AZO Stock Holding History

Optimum Investment Advisors’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 Q4	–	Sell	-10	Closed	-$25.4K	–	649
2023 Q3	$25.4K	Hold	10	–	–	0.01%	440
2023 Q2	$24.9K	Hold	10	–	–	0.01%	452
2023 Q1	$24.6K	Hold	10	–	–	0.01%	455
2022 Q4	$24.7K	Hold	10	–	–	0.01%	461
2022 Q3	$21K	Hold	10	–	–	0.01%	488
2022 Q2	$21K	Hold	10	–	–	0.01%	507
2022 Q1	$20K	Hold	10	–	–	0.01%	559
2021 Q4	$21K	Sell	10 -4	-29%	-$7.45K	0.01%	589
2021 Q3	$24K	Buy	14 +4	+40%	+$6.42K	0.01%	569
2021 Q2	$15K	Sell	10 -25	-71%	-$36.2K	﹤0.01%	706
2021 Q1	$49K	Hold	35	–	–	0.01%	507
2020 Q4	$41K	Hold	35	–	–	0.01%	508
2020 Q3	$41K	Hold	35	–	–	0.01%	471
2020 Q2	$39K	Buy	35 +25	+250%	+$26.3K	0.01%	484
2020 Q1	$8K	Hold	10	–	–	﹤0.01%	708
2019 Q4	$12K	Hold	10	–	–	﹤0.01%	744
2019 Q3	$11K	Hold	10	–	–	﹤0.01%	773
2019 Q2	$11K	Hold	10	–	–	﹤0.01%	768
2019 Q1	$10K	Sell	10 -3	-23%	-$2.69K	﹤0.01%	800
2018 Q4	$11K	Buy	13 +10	+333%	+$8.02K	﹤0.01%	742
2018 Q3	$2K	Hold	3	–	–	﹤0.01%	973
2018 Q2	$2K	Buy	+3	New	+$1.94K	﹤0.01%	991

Other funds holding AZO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Optimum Investment Advisors's AZO Position: Q4 2023 in Review

Optimum Investment Advisors sold out of AutoZone (AZO) in Q4 2023, closing a stake of 10 shares — an estimated $25.4K sold.

Optimum Investment Advisors first reported a position in AZO in Q2 2018 and held it in 22 quarters. The position peaked at $49K in Q1 2021. 1,109 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

Optimum Investment Advisors reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 10 AutoZone shares in Q4 2023, an estimated $25.4K.
Optimum Investment Advisors first reported a position in AutoZone in Q2 2018 and held it in 22 quarters.
Optimum Investment Advisors's AutoZone position peaked at $49K in Q1 2021.
1,109 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.