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Pacific Capital Wealth Advisors’s AutoZone AZO Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-1
Closed -$3.15K – 413
2024
Q3 		$3.15K Buy
+1
New +$3.07K ﹤0.01% 371
2024
Q2 		– Sell
-1
Closed -$3.15K – 556
2024
Q1 		$3.15K Buy
+1
New +$2.86K ﹤0.01% 384

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacific Capital Wealth Advisors's AZO Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of AutoZone (AZO) in Q4 2024, closing a stake of 1 share — an estimated $3.15K sold.

Pacific Capital Wealth Advisors first reported a position in AZO in Q1 2024 and held it in 2 quarters. The position peaked at $3.15K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 AutoZone share in Q4 2024, an estimated $3.15K.
  • Pacific Capital Wealth Advisors first reported a position in AutoZone in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's AutoZone position peaked at $3.15K in Q1 2024.
  • 1,214 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.