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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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.