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Strategic Financial Concepts’s AutoZone AZO Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-142,992
Closed -$46 – 277
2024
Q2 		$46 Buy
+142,992
New +$419M ﹤0.01% 768
2023
Q3 		– Sell
-100
Closed -$249K – 268
2023
Q2 		$249K Hold
100
– – 0.09% 197
2023
Q1 		$246K Buy
+100
New +$244K 0.1% 183

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Financial Concepts's AZO Position: Q3 2024 in Review

Strategic Financial Concepts sold out of AutoZone (AZO) in Q3 2024, closing a stake of 142,992 shares — an estimated $46 sold.

Strategic Financial Concepts first reported a position in AZO in Q1 2023 and held it in 3 quarters. The position peaked at $249K in Q2 2023. 1,161 funds tracked by Wall St. Rank hold AZO as of Q3 2024.

  • Strategic Financial Concepts reported no remaining AutoZone position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 142,992 AutoZone shares in Q3 2024, an estimated $46.
  • Strategic Financial Concepts first reported a position in AutoZone in Q1 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's AutoZone position peaked at $249K in Q2 2023.
  • 1,161 funds tracked by Wall St. Rank held AutoZone as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.