RDWM
AZZ icon

Red Door Wealth Management’s AZZ Inc AZZ Stock Holding History

Red Door Wealth Management’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,602
Closed -$243K – 181
2023
Q2 		$243K Buy
+5,602
New +$215K 0.05% 200

Other funds holding AZZ

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Red Door Wealth Management's AZZ Position: Q3 2023 in Review

Red Door Wealth Management sold out of AZZ Inc (AZZ) in Q3 2023, closing a stake of 5,602 shares — an estimated $243K sold.

Red Door Wealth Management first reported a position in AZZ in Q2 2023 and held it in 1 quarter. The position peaked at $243K in Q2 2023. 180 funds tracked by Wall St. Rank hold AZZ as of Q3 2023.

  • Red Door Wealth Management reported no remaining AZZ Inc position as of Q3 2023 after selling out during the quarter.
  • Red Door Wealth Management sold 5,602 AZZ Inc shares in Q3 2023, an estimated $243K.
  • Red Door Wealth Management first reported a position in AZZ Inc in Q2 2023 and held it in 1 quarter.
  • Red Door Wealth Management's AZZ Inc position peaked at $243K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.