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Realta Investment Advisors’s AutoZone AZO Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-466
Closed -$1.38M – 382
2024
Q2 		$1.38M Buy
466
+16
+4% +$46.8K 0.27% 89
2024
Q1 		$1.42M Buy
450
+35
+8% +$100K 0.29% 81
2023
Q4 		$1.07M Buy
415
+89
+27% +$231K 0.24% 104
2023
Q3 		$813K Hold
326
– – 0.19% 125
2023
Q2 		$813K Sell
326
-14
-4% -$35.7K 0.18% 132
2023
Q1 		$836K Buy
340
+4
+1% +$9.76K 0.2% 126
2022
Q4 		$829K Buy
336
+8
+2% +$19.3K 0.2% 127
2022
Q3 		$703K Buy
328
+63
+24% +$137K 0.18% 139
2022
Q2 		$572K Buy
265
+37
+16% +$76.1K 0.14% 168
2022
Q1 		$466K Sell
228
-5
-2% -$9.77K 0.09% 227
2021
Q4 		$488K Buy
233
+2
+0.9% +$3.72K 0.11% 218
2021
Q3 		$392K Buy
+231
New +$371K 0.09% 246
2020
Q1 		– Sell
-24
Closed -$29K – 385
2019
Q4 		$29K Hold
24
– – 0.01% 811
2019
Q3 		$26K Hold
24
– – 0.01% 837
2019
Q2 		$26K Buy
+24
New +$25.3K 0.01% 839

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Realta Investment Advisors's AZO Position: Q3 2024 in Review

Realta Investment Advisors sold out of AutoZone (AZO) in Q3 2024, closing a stake of 466 shares — an estimated $1.38M sold.

Realta Investment Advisors first reported a position in AZO in Q2 2019 and held it in 15 quarters. The position peaked at $1.42M in Q1 2024. 1,161 funds tracked by Wall St. Rank hold AZO as of Q3 2024.

  • Realta Investment Advisors reported no remaining AutoZone position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 466 AutoZone shares in Q3 2024, an estimated $1.38M.
  • Realta Investment Advisors first reported a position in AutoZone in Q2 2019 and held it in 15 quarters.
  • Realta Investment Advisors's AutoZone position peaked at $1.42M in Q1 2024.
  • 1,161 funds tracked by Wall St. Rank held AutoZone as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.