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Patriot Wealth Management’s AutoZone AZO Stock Holding History

Patriot Wealth Management’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
2018
Q3 		– Sell
-8,535
Closed -$5.73M – 82
2018
Q2 		$5.73M Buy
8,535
+228
+3% +$147K 0.79% 47
2018
Q1 		$5.39M Buy
+8,307
New +$5.95M 0.77% 46

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Patriot Wealth Management's AZO Position: Q3 2018 in Review

Patriot Wealth Management sold out of AutoZone (AZO) in Q3 2018, closing a stake of 8,535 shares — an estimated $5.73M sold.

Patriot Wealth Management first reported a position in AZO in Q1 2018 and held it in 2 quarters. The position peaked at $5.73M in Q2 2018. 591 funds tracked by Wall St. Rank hold AZO as of Q3 2018.

  • Patriot Wealth Management reported no remaining AutoZone position as of Q3 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 8,535 AutoZone shares in Q3 2018, an estimated $5.73M.
  • Patriot Wealth Management first reported a position in AutoZone in Q1 2018 and held it in 2 quarters.
  • Patriot Wealth Management's AutoZone position peaked at $5.73M in Q2 2018.
  • 591 funds tracked by Wall St. Rank held AutoZone as of Q3 2018.

Based on Patriot Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.