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Orion Portfolio Solutions’s AZZ Inc AZZ Stock Holding History

Orion Portfolio Solutions’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-213
Closed -$7K – 565
2020
Q2 		$7K Buy
+213
New +$6.51K ﹤0.01% 1317

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Orion Portfolio Solutions's AZZ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of AZZ Inc (AZZ) in Q3 2020, closing a stake of 213 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in AZZ in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 166 funds tracked by Wall St. Rank hold AZZ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining AZZ Inc position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 213 AZZ Inc shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in AZZ Inc in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's AZZ Inc position peaked at $7K in Q2 2020.
  • 166 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.