SWA
AZO icon

Stratos Wealth Advisors’s AutoZone AZO Stock Holding History

Stratos Wealth Advisors’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
2019
Q4 		– Sell
-233
Closed -$253K – 171
2019
Q3 		$253K Sell
233
-229
-50% -$257K 0.1% 210
2019
Q2 		$508K Sell
462
-12
-3% -$12.6K 0.2% 111
2019
Q1 		$485K Buy
474
+5
+1% +$4.49K 0.26% 101
2018
Q4 		$393K Buy
+469
New +$376K 0.26% 112

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stratos Wealth Advisors's AZO Position: Q4 2019 in Review

Stratos Wealth Advisors sold out of AutoZone (AZO) in Q4 2019, closing a stake of 233 shares — an estimated $253K sold.

Stratos Wealth Advisors first reported a position in AZO in Q4 2018 and held it in 4 quarters. The position peaked at $508K in Q2 2019. 748 funds tracked by Wall St. Rank hold AZO as of Q4 2019.

  • Stratos Wealth Advisors reported no remaining AutoZone position as of Q4 2019 after selling out during the quarter.
  • Stratos Wealth Advisors sold 233 AutoZone shares in Q4 2019, an estimated $253K.
  • Stratos Wealth Advisors first reported a position in AutoZone in Q4 2018 and held it in 4 quarters.
  • Stratos Wealth Advisors's AutoZone position peaked at $508K in Q2 2019.
  • 748 funds tracked by Wall St. Rank held AutoZone as of Q4 2019.

Based on Stratos Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.