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Resurgent Financial Advisors’s AutoZone AZO Stock Holding History

Resurgent Financial 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
2023
Q4 		– Sell
-8
Closed -$20.3K – 503
2023
Q3 		$20.3K Sell
8
-16
-67% -$40.2K 0.01% 479
2023
Q2 		$59.8K Hold
24
– – 0.04% 307
2023
Q1 		$59K Sell
24
-1
-4% -$2.44K 0.04% 308
2022
Q4 		$61.7K Buy
+25
New +$60.4K 0.03% 388

Other funds holding AZO

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

Resurgent Financial Advisors's AZO Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of AutoZone (AZO) in Q4 2023, closing a stake of 8 shares — an estimated $20.3K sold.

Resurgent Financial Advisors first reported a position in AZO in Q4 2022 and held it in 4 quarters. The position peaked at $61.7K in Q4 2022. 1,107 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining AutoZone position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 8 AutoZone shares in Q4 2023, an estimated $20.3K.
  • Resurgent Financial Advisors first reported a position in AutoZone in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's AutoZone position peaked at $61.7K in Q4 2022.
  • 1,107 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.