OIA
AZO icon

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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