PI
AZIO

PFG Investments’s Azio AI Holdings AZIO Stock Holding History

PFG Investments’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,350
Closed -$63.5K – 984
2024
Q1 		$63.5K Buy
+2,350
New +$48.3K ﹤0.01% 986

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFAM
Institutional & Family Asset Management Fort Collins, Colorado $654M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFG Investments's AZIO Position: Q2 2024 in Review

PFG Investments sold out of Azio AI Holdings (AZIO) in Q2 2024, closing a stake of 2,350 shares — an estimated $63.5K sold.

PFG Investments first reported a position in AZIO in Q1 2024 and held it in 1 quarter. The position peaked at $63.5K in Q1 2024. 20 funds tracked by Wall St. Rank hold AZIO as of Q2 2024.

  • PFG Investments reported no remaining Azio AI Holdings position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 2,350 Azio AI Holdings shares in Q2 2024, an estimated $63.5K.
  • PFG Investments first reported a position in Azio AI Holdings in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Azio AI Holdings position peaked at $63.5K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Azio AI Holdings as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.