SFS
AZEK

Sowell Financial Services’s The AZEK Co AZEK Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-52
Closed -$3K – 714
2021
Q1 		$3K Hold
52
– – ﹤0.01% 2713
2020
Q4 		$2K Buy
+52
New +$1.88K ﹤0.01% 2443

Other funds holding AZEK

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's AZEK Position: Q2 2021 in Review

Sowell Financial Services sold out of The AZEK Co (AZEK) in Q2 2021, closing a stake of 52 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in AZEK in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 250 funds tracked by Wall St. Rank hold AZEK as of Q2 2021.

  • Sowell Financial Services reported no remaining The AZEK Co position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 52 The AZEK Co shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in The AZEK Co in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's The AZEK Co position peaked at $3K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.