PCS
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Personal CFO Solutions’s AutoZone AZO Stock Holding History

Personal CFO Solutions’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
-92
Closed -$234K – 515
2023
Q3 		$234K Buy
92
+2
+2% +$5.02K 0.05% 386
2023
Q2 		$224K Sell
90
-6
-6% -$15.3K 0.05% 421
2023
Q1 		$236K Buy
96
+1
+1% +$2.44K 0.05% 392
2022
Q4 		$234K Buy
+95
New +$230K 0.05% 374
2020
Q4 		– Sell
-228
Closed – – 376
2020
Q3 		$0 Buy
228
+2
+0.9% +$2.36K ﹤0.01% 151
2020
Q2 		$255K Buy
+226
New +$238K 0.08% 237

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

Personal CFO Solutions's AZO Position: Q4 2023 in Review

Personal CFO Solutions sold out of AutoZone (AZO) in Q4 2023, closing a stake of 92 shares — an estimated $234K sold.

Personal CFO Solutions first reported a position in AZO in Q2 2020 and held it in 6 quarters. The position peaked at $255K in Q2 2020. 1,107 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

  • Personal CFO Solutions reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 92 AutoZone shares in Q4 2023, an estimated $234K.
  • Personal CFO Solutions first reported a position in AutoZone in Q2 2020 and held it in 6 quarters.
  • Personal CFO Solutions's AutoZone position peaked at $255K in Q2 2020.
  • 1,107 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.