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Patriot Financial Group Insurance Agency’s AZZ Inc AZZ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-284
Closed -$12K – 532
2022
Q2 		$12K Sell
284
-68
-19% -$3.05K ﹤0.01% 1171
2022
Q1 		$17K Sell
352
-2
-0.6% -$99 ﹤0.01% 1143
2021
Q4 		$20K Buy
354
+2
+0.6% +$109 ﹤0.01% 1215
2021
Q3 		$19K Buy
352
+68
+24% +$3.58K ﹤0.01% 1227
2021
Q2 		$15K Hold
284
– – ﹤0.01% 1287
2021
Q1 		$14K Hold
284
– – ﹤0.01% 1230
2020
Q4 		$13K Hold
284
– – ﹤0.01% 1122
2020
Q3 		$10K Hold
284
– – ﹤0.01% 1027
2020
Q2 		$10K Buy
284
+134
+89% +$4.1K ﹤0.01% 969
2020
Q1 		$4K Hold
150
– – ﹤0.01% 1112
2019
Q4 		$7K Buy
+150
New +$6.13K ﹤0.01% 898

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AZZ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of AZZ Inc (AZZ) in Q3 2022, closing a stake of 284 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in AZZ in Q4 2019 and held it in 11 quarters. The position peaked at $20K in Q4 2021. 189 funds tracked by Wall St. Rank hold AZZ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining AZZ Inc position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 284 AZZ Inc shares in Q3 2022, an estimated $12K.
  • Patriot Financial Group Insurance Agency first reported a position in AZZ Inc in Q4 2019 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's AZZ Inc position peaked at $20K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.