Private Advisory Group’s AutoZone AZO Stock Holding History

Private 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 Q4	–	Sell	-217	Closed	-$550K	–	193
2023 Q3	$550K	Buy	217 +58	+36%	+$146K	0.11%	130
2023 Q2	$396K	Sell	159 -38	-19%	-$96.9K	0.08%	162
2023 Q1	$484K	Sell	197 -264	-57%	-$644K	0.1%	125
2022 Q4	$1.14M	Sell	461 -586	-56%	-$1.42M	0.25%	86
2022 Q3	$2.24M	Sell	1,047 -65	-6%	-$142K	0.51%	53
2022 Q2	$2.39M	Buy	1,112 +402	+57%	+$827K	0.54%	51
2022 Q1	$1.45M	Buy	+710	New	+$1.39M	0.28%	69

Other funds holding AZO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Private Advisory Group's AZO Position: Q4 2023 in Review

Private Advisory Group sold out of AutoZone (AZO) in Q4 2023, closing a stake of 217 shares — an estimated $550K sold.

Private Advisory Group first reported a position in AZO in Q1 2022 and held it in 7 quarters. The position peaked at $2.39M in Q2 2022. 1,107 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

Private Advisory Group reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
Private Advisory Group sold 217 AutoZone shares in Q4 2023, an estimated $550K.
Private Advisory Group first reported a position in AutoZone in Q1 2022 and held it in 7 quarters.
Private Advisory Group's AutoZone position peaked at $2.39M in Q2 2022.
1,107 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.