Ropes Wealth Advisors’s AutoZone AZO Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-1	Closed	-$1K	–	293
2020 Q4	$1K	Sell	1 -79	-99%	-$91.5K	﹤0.01%	686
2020 Q3	$94K	Buy	80 +30	+60%	+$35.4K	0.02%	277
2020 Q2	$56K	Buy	+50	New	+$52.7K	0.01%	305
2019 Q4	–	Sell	-10	Closed	-$11K	–	532
2019 Q3	$11K	Hold	10	–	–	﹤0.01%	469
2019 Q2	$11K	Hold	10	–	–	﹤0.01%	472
2019 Q1	$10K	Hold	10	–	–	﹤0.01%	449
2018 Q4	$8K	Hold	10	–	–	﹤0.01%	435
2018 Q3	$8K	Buy	+10	New	+$7.36K	﹤0.01%	468
2016 Q3	–	Sell	-4	Closed	-$3K	–	459
2016 Q2	$3K	Buy	+4	New	+$3.08K	﹤0.01%	433

Other funds holding AZO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ropes Wealth Advisors's AZO Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of AutoZone (AZO) in Q1 2021, closing a stake of 1 share — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in AZO in Q2 2016 and held it in 9 quarters. The position peaked at $94K in Q3 2020. 769 funds tracked by Wall St. Rank hold AZO as of Q1 2021.

Ropes Wealth Advisors reported no remaining AutoZone position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1 AutoZone share in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in AutoZone in Q2 2016 and held it in 9 quarters.
Ropes Wealth Advisors's AutoZone position peaked at $94K in Q3 2020.
769 funds tracked by Wall St. Rank held AutoZone as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.