Sutton Wealth Advisors’s AutoZone AZO Stock Holding History

Sutton 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
2023 Q3	$40.6K	Sell	16 -2	-11%	-$5.02K	0.02%	252
2023 Q2	$44.9K	Sell	18 -1	-5%	-$2.55K	0.02%	239
2023 Q1	$46.7K	Sell	19 -1	-5%	-$2.44K	0.02%	208
2022 Q4	$49.3K	Hold	20	–	–	0.02%	395
2022 Q3	$42.8K	Hold	20	–	–	0.02%	413
2022 Q2	$43K	Buy	20 +1	+5%	+$2.06K	0.02%	420
2022 Q1	$38.8K	Hold	19	–	–	0.01%	488
2021 Q4	$39.8K	Sell	19 -1	-5%	-$1.86K	0.01%	488
2021 Q3	$34K	Hold	20	–	–	0.01%	513
2021 Q2	$29.8K	Hold	20	–	–	0.01%	575
2021 Q1	$28.1K	Buy	20 +2	+11%	+$2.48K	0.01%	575
2020 Q4	$21.3K	Hold	18	–	–	0.01%	587
2020 Q3	$21.2K	Hold	18	–	–	0.01%	531
2020 Q2	$20.3K	Buy	18 +4	+29%	+$4.21K	0.01%	527
2020 Q1	$11.8K	Hold	14	–	–	0.01%	612
2019 Q4	$16.7K	Hold	14	–	–	0.01%	672
2019 Q3	$15.2K	Hold	14	–	–	0.01%	675
2019 Q2	$15.4K	Hold	14	–	–	0.01%	656
2019 Q1	$14.3K	Hold	14	–	–	0.01%	685
2018 Q4	$11.7K	Hold	14	–	–	0.01%	698
2018 Q3	$10.9K	Hold	14	–	–	0.01%	770
2018 Q2	$9.39K	Hold	14	–	–	0.01%	848
2018 Q1	$9.08K	Hold	14	–	–	0.01%	838
2017 Q4	$9.96K	Hold	14	–	–	0.01%	781
2017 Q3	$8.33K	Buy	14 +5	+56%	+$2.66K	0.01%	795
2017 Q2	$5.13K	Hold	9	–	–	﹤0.01%	871
2017 Q1	$6.51K	Hold	9	–	–	0.01%	811
2016 Q4	$7.11K	Hold	9	–	–	0.01%	776
2016 Q3	$6.92K	Hold	9	–	–	0.01%	764
2016 Q2	$7.14K	Sell	9 -18	-67%	-$13.9K	0.01%	699
2016 Q1	$21.5K	Buy	+27	New	+$20.4K	0.02%	418

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sutton Wealth Advisors's AZO Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its AutoZone (AZO) stake by 11% in Q3 2023, selling an estimated $5.02K and leaving 16 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #252.

Sutton Wealth Advisors first reported a position in AZO in Q1 2016 and has held it in 31 quarters since. The position peaked at $49.3K in Q4 2022. 1,041 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

Sutton Wealth Advisors held 16 shares of AutoZone worth $40.6K as of Q3 2023.
Sutton Wealth Advisors sold 2 AutoZone shares in Q3 2023, an estimated $5.02K.
AutoZone made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #252 holding.
Sutton Wealth Advisors first reported a position in AutoZone in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's AutoZone position peaked at $49.3K in Q4 2022.
1,041 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.