SWM
AZEK

Spire Wealth Management’s The AZEK Co AZEK Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-345
Closed -$6K – 2200
2022
Q2 		$6K Hold
345
– – ﹤0.01% 2059
2022
Q1 		$9K Hold
345
– – ﹤0.01% 2053
2021
Q4 		$16K Hold
345
– – ﹤0.01% 2193
2021
Q3 		$13K Hold
345
– – ﹤0.01% 1997
2021
Q2 		$15K Buy
+345
New +$15.5K ﹤0.01% 1977

Other funds holding AZEK

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Spire Wealth Management's AZEK Position: Q3 2022 in Review

Spire Wealth Management sold out of The AZEK Co (AZEK) in Q3 2022, closing a stake of 345 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in AZEK in Q2 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 243 funds tracked by Wall St. Rank hold AZEK as of Q3 2022.

  • Spire Wealth Management reported no remaining The AZEK Co position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 345 The AZEK Co shares in Q3 2022, an estimated $6K.
  • Spire Wealth Management first reported a position in The AZEK Co in Q2 2021 and held it in 5 quarters.
  • Spire Wealth Management's The AZEK Co position peaked at $16K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.