Robertson Stephens Wealth Management
AZEK icon

Robertson Stephens Wealth Management’s The AZEK Co AZEK Stock Holding History

Robertson Stephens Wealth Management’s Portfolio AZEK Stock Details AZEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,000
Closed -$854K – 498
2024
Q1 		$854K Hold
17,000
– – 0.05% 257
2023
Q4 		$650K Hold
17,000
– – 0.04% 272
2023
Q3 		$506K Hold
17,000
– – 0.03% 304
2023
Q2 		$515K Hold
17,000
– – 0.04% 270
2023
Q1 		$400K Hold
17,000
– – 0.03% 321
2022
Q4 		$345K Hold
17,000
– – 0.03% 311
2022
Q3 		$282K Buy
17,000
+3,000
+21% +$57.1K 0.03% 287
2022
Q2 		$234K Buy
+14,000
New +$288K 0.02% 332

Other funds holding AZEK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Robertson Stephens Wealth Management's AZEK Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of The AZEK Co (AZEK) in Q2 2024, closing a stake of 17,000 shares — an estimated $854K sold.

Robertson Stephens Wealth Management first reported a position in AZEK in Q2 2022 and held it in 8 quarters. The position peaked at $854K in Q1 2024. 380 funds tracked by Wall St. Rank hold AZEK as of Q2 2024.

  • Robertson Stephens Wealth Management reported no remaining The AZEK Co position as of Q2 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 17,000 The AZEK Co shares in Q2 2024, an estimated $854K.
  • Robertson Stephens Wealth Management first reported a position in The AZEK Co in Q2 2022 and held it in 8 quarters.
  • Robertson Stephens Wealth Management's The AZEK Co position peaked at $854K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.