Polaris Wealth Advisory Group’s AutoZone AZO Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$838K	Buy	330 +15	+5%	+$37.6K	0.06%	123
2023 Q2	$785K	Sell	315 -3	-0.9%	-$7.65K	0.06%	121
2023 Q1	$782K	Sell	318 -8	-2%	-$19.5K	0.06%	123
2022 Q4	$793K	Sell	326 -750	-70%	-$1.81M	0.06%	119
2022 Q3	$2.4M	Sell	1,076 -28	-3%	-$61K	0.2%	82
2022 Q2	$2.37M	Buy	1,104 +657	+147%	+$1.35M	0.19%	74
2022 Q1	$964K	Buy	+447	New	+$874K	0.06%	95
2021 Q3	–	Sell	-454	Closed	-$693K	–	174
2021 Q2	$693K	Buy	+454	New	+$658K	0.04%	109
2020 Q1	–	Sell	-354	Closed	-$404K	–	122
2019 Q4	$404K	Buy	+354	New	+$409K	0.03%	118
2016 Q2	–	Sell	-1,255	Closed	-$1M	–	106
2016 Q1	$1M	Buy	1,255 +255	+26%	+$193K	0.16%	51
2015 Q4	$742K	Buy	+1,000	New	+$763K	0.12%	69

Other funds holding AZO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polaris Wealth Advisory Group's AZO Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its AutoZone (AZO) stake by 4.8% in Q3 2023, buying an estimated $37.6K and bringing the position to 330 shares worth $838K. The position accounts for 0.06% of the portfolio, ranked #123.

Polaris Wealth Advisory Group first reported a position in AZO in Q4 2015 and has held it in 11 quarters since. The position peaked at $2.4M in Q3 2022. 1,041 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

Polaris Wealth Advisory Group held 330 shares of AutoZone worth $838K as of Q3 2023.
Polaris Wealth Advisory Group bought 15 AutoZone shares in Q3 2023, an estimated $37.6K.
AutoZone made up 0.06% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #123 holding.
Polaris Wealth Advisory Group first reported a position in AutoZone in Q4 2015 and has held it in 11 quarters since.
Polaris Wealth Advisory Group's AutoZone position peaked at $2.4M in Q3 2022.
1,041 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.