Smith Salley Wealth Management’s AutoZone AZO Stock Holding History

Smith Salley Wealth Management’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
2023 Q1	–	Sell	-85	Closed	-$210K	–	227
2022 Q4	$210K	Buy	+85	New	+$205K	0.02%	213

Other funds holding AZO

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Smith Salley Wealth Management's AZO Position: Q1 2023 in Review

Smith Salley Wealth Management sold out of AutoZone (AZO) in Q1 2023, closing a stake of 85 shares — an estimated $210K sold.

Smith Salley Wealth Management first reported a position in AZO in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 1,034 funds tracked by Wall St. Rank hold AZO as of Q1 2023.

Smith Salley Wealth Management reported no remaining AutoZone position as of Q1 2023 after selling out during the quarter.
Smith Salley Wealth Management sold 85 AutoZone shares in Q1 2023, an estimated $210K.
Smith Salley Wealth Management first reported a position in AutoZone in Q4 2022 and held it in 1 quarter.
Smith Salley Wealth Management's AutoZone position peaked at $210K in Q4 2022.
1,034 funds tracked by Wall St. Rank held AutoZone as of Q1 2023.

Based on Smith Salley Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.