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Regal Investment Advisors’s AutoZone AZO Stock Holding History

Regal 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
Q4 		– Sell
-104
Closed -$328K – 471
2024
Q3 		$328K Sell
104
-144
-58% -$442K 0.02% 431
2024
Q2 		$735K Buy
248
+70
+39% +$205K 0.05% 303
2024
Q1 		$561K Buy
178
+72
+68% +$206K 0.04% 335
2023
Q4 		$274K Sell
106
-86
-45% -$223K 0.02% 439
2023
Q3 		$488K Buy
192
+89
+86% +$223K 0.04% 298
2023
Q2 		$257K Sell
103
-182
-64% -$464K 0.02% 429
2023
Q1 		$701K Buy
285
+40
+16% +$97.6K 0.06% 236
2022
Q4 		$604K Buy
245
+11
+5% +$26.6K 0.06% 243
2022
Q3 		$501K Sell
234
-7
-3% -$15.3K 0.05% 267
2022
Q2 		$518K Sell
241
-63
-21% -$130K 0.05% 274
2022
Q1 		$622K Buy
304
+85
+39% +$166K 0.06% 278
2021
Q4 		$459K Buy
219
+1
+0.5% +$1.86K 0.04% 345
2021
Q3 		$370K Buy
218
+6
+3% +$9.62K 0.04% 376
2021
Q2 		$316K Buy
+212
New +$307K 0.03% 408
2021
Q1 		– Sell
-209
Closed -$248K – 51
2020
Q4 		$248K Buy
+209
New +$242K 0.03% 400
2019
Q3 		– Sell
-2,301
Closed -$2.53M – 320
2019
Q2 		$2.53M Sell
2,301
-384
-14% -$404K 0.49% 54
2019
Q1 		$2.75M Sell
2,685
-137
-5% -$123K 0.56% 50
2018
Q4 		$2.37M Buy
2,822
+44
+2% +$35.3K 0.52% 53
2018
Q3 		$2.15M Buy
+2,778
New +$2.04M 0.45% 67
2015
Q4 		– Sell
-124
Closed -$89K – 312
2015
Q3 		$89K Buy
124
+38
+44% +$26.9K 0.02% 359
2015
Q2 		$57K Buy
86
+8
+10% +$5.48K 0.02% 398
2015
Q1 		$53K Hold
78
– – 0.01% 420
2014
Q4 		$48K Buy
78
+12
+18% +$6.76K 0.01% 401
2014
Q3 		$34K Sell
66
-11
-14% -$5.79K 0.01% 465
2014
Q2 		$41K Buy
77
+36
+88% +$19K 0.01% 410
2014
Q1 		$22K Buy
+41
New +$21.3K 0.01% 486

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Regal Investment Advisors's AZO Position: Q4 2024 in Review

Regal Investment Advisors sold out of AutoZone (AZO) in Q4 2024, closing a stake of 104 shares — an estimated $328K sold.

Regal Investment Advisors first reported a position in AZO in Q1 2014 and held it in 26 quarters. The position peaked at $2.75M in Q1 2019. 1,218 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Regal Investment Advisors reported no remaining AutoZone position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 104 AutoZone shares in Q4 2024, an estimated $328K.
  • Regal Investment Advisors first reported a position in AutoZone in Q1 2014 and held it in 26 quarters.
  • Regal Investment Advisors's AutoZone position peaked at $2.75M in Q1 2019.
  • 1,218 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.