PWPS
AZEK

Pinnacle Wealth Planning Services’s The AZEK Co AZEK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AZEK Stock Details AZEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 492
2020
Q4 		$0 Buy
+5
New +$181 ﹤0.01% 2253

Other funds holding AZEK

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Pinnacle Wealth Planning Services's AZEK Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of The AZEK Co (AZEK) in Q1 2021, closing a stake of 5 shares.

Pinnacle Wealth Planning Services first reported a position in AZEK in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 237 funds tracked by Wall St. Rank hold AZEK as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining The AZEK Co position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 5 The AZEK Co shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in The AZEK Co in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's The AZEK Co position peaked at $0 in Q4 2020.
  • 237 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.