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Sheets Smith Wealth Management’s AZZ Inc AZZ Stock Holding History

Sheets Smith 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
2019
Q4 		– Sell
-10,255
Closed -$447K – 314
2019
Q3 		$447K Buy
10,255
+334
+3% +$14.6K 0.09% 207
2019
Q2 		$457K Sell
9,921
-442
-4% -$19.8K 0.09% 222
2019
Q1 		$424K Sell
10,363
-65
-0.6% -$2.88K 0.09% 224
2018
Q4 		$421K Sell
10,428
-329
-3% -$14.9K 0.11% 180
2018
Q3 		$543K Buy
10,757
+132
+1% +$7.04K 0.11% 203
2018
Q2 		$462K Buy
10,625
+3,373
+47% +$150K 0.11% 204
2018
Q1 		$317K Buy
7,252
+2,075
+40% +$92.8K 0.08% 248
2017
Q4 		$265K Hold
5,177
– – 0.06% 280
2017
Q3 		$252K Hold
5,177
– – 0.06% 279
2017
Q2 		$289K Hold
5,177
– – 0.08% 240
2017
Q1 		$308K Hold
5,177
– – 0.08% 228
2016
Q4 		$331K Buy
5,177
+125
+2% +$7.54K 0.09% 216
2016
Q3 		$330K Hold
5,052
– – 0.09% 202
2016
Q2 		$303K Hold
5,052
– – 0.09% 199
2016
Q1 		$286K Hold
5,052
– – 0.09% 191
2015
Q4 		$281K Hold
5,052
– – 0.09% 188
2015
Q3 		$246K Buy
5,052
+160
+3% +$8.22K 0.08% 180
2015
Q2 		$253K Buy
4,892
+140
+3% +$6.81K 0.07% 209
2015
Q1 		$221K Hold
4,752
– – 0.06% 218
2014
Q4 		$223K Buy
+4,752
New +$214K 0.06% 221
2014
Q3 		– Sell
-4,642
Closed -$214K – 247
2014
Q2 		$214K Buy
+4,642
New +$205K 0.06% 237
2014
Q1 		– Sell
-4,117
Closed -$201K – 250
2013
Q4 		$201K Buy
+4,117
New +$187K 0.06% 245

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheets Smith Wealth Management's AZZ Position: Q4 2019 in Review

Sheets Smith Wealth Management sold out of AZZ Inc (AZZ) in Q4 2019, closing a stake of 10,255 shares — an estimated $447K sold.

Sheets Smith Wealth Management first reported a position in AZZ in Q4 2013 and held it in 22 quarters. The position peaked at $543K in Q3 2018. 169 funds tracked by Wall St. Rank hold AZZ as of Q4 2019.

  • Sheets Smith Wealth Management reported no remaining AZZ Inc position as of Q4 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,255 AZZ Inc shares in Q4 2019, an estimated $447K.
  • Sheets Smith Wealth Management first reported a position in AZZ Inc in Q4 2013 and held it in 22 quarters.
  • Sheets Smith Wealth Management's AZZ Inc position peaked at $543K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2019, filed 24 Jan 2020.