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Robertson Stephens Wealth Management’s AZZ Inc AZZ Stock Holding History

Robertson Stephens 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
Q2 		– Sell
-5,600
Closed -$231K – 420
2023
Q1 		$231K Sell
5,600
-645
-10% -$26.4K 0.02% 404
2022
Q4 		$251K Buy
+6,245
New +$245K 0.02% 363

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Robertson Stephens Wealth Management's AZZ Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of AZZ Inc (AZZ) in Q2 2023, closing a stake of 5,600 shares — an estimated $231K sold.

Robertson Stephens Wealth Management first reported a position in AZZ in Q4 2022 and held it in 2 quarters. The position peaked at $251K in Q4 2022. 183 funds tracked by Wall St. Rank hold AZZ as of Q2 2023.

  • Robertson Stephens Wealth Management reported no remaining AZZ Inc position as of Q2 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,600 AZZ Inc shares in Q2 2023, an estimated $231K.
  • Robertson Stephens Wealth Management first reported a position in AZZ Inc in Q4 2022 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's AZZ Inc position peaked at $251K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.