SWA
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Sutton Wealth Advisors’s AZZ Inc AZZ Stock Holding History

Sutton Wealth Advisors’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-661
Closed -$26.6K – 880
2022
Q4 		$26.6K Hold
661
– – 0.01% 586
2022
Q3 		$24.1K Sell
661
-2
-0.3% -$83 0.01% 604
2022
Q2 		$27.1K Sell
663
-2
-0.3% -$90 0.01% 566
2022
Q1 		$32.1K Sell
665
-4
-0.6% -$198 0.01% 552
2021
Q4 		$37K Buy
669
+8
+1% +$434 0.01% 507
2021
Q3 		$35.2K Hold
661
– – 0.01% 504
2021
Q2 		$34.2K Hold
661
– – 0.01% 526
2021
Q1 		$33.3K Hold
661
– – 0.01% 515
2020
Q4 		$31.4K Hold
661
– – 0.01% 485
2020
Q3 		$22.6K Hold
661
– – 0.01% 506
2020
Q2 		$22.7K Hold
661
– – 0.01% 498
2020
Q1 		$18.6K Buy
+661
New +$25.3K 0.01% 499
2019
Q1 		– Sell
-593
Closed -$23.9K – 1174
2018
Q4 		$23.9K Hold
593
– – 0.02% 470
2018
Q3 		$29.9K Hold
593
– – 0.02% 441
2018
Q2 		$25.8K Hold
593
– – 0.02% 508
2018
Q1 		$25.9K Buy
593
+294
+98% +$13.2K 0.02% 469
2017
Q4 		$15.3K Sell
299
-318
-52% -$15K 0.01% 651
2017
Q3 		$30K Hold
617
– – 0.02% 406
2017
Q2 		$34.4K Hold
617
– – 0.03% 346
2017
Q1 		$36.7K Hold
617
– – 0.03% 323
2016
Q4 		$39.4K Hold
617
– – 0.04% 306
2016
Q3 		$40.3K Hold
617
– – 0.04% 293
2016
Q2 		$37K Hold
617
– – 0.03% 290
2016
Q1 		$34.9K Buy
+617
New +$32K 0.03% 307

Other funds holding AZZ

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sutton Wealth Advisors's AZZ Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of AZZ Inc (AZZ) in Q1 2023, closing a stake of 661 shares — an estimated $26.6K sold.

Sutton Wealth Advisors first reported a position in AZZ in Q1 2016 and held it in 24 quarters. The position peaked at $40.3K in Q3 2016. 176 funds tracked by Wall St. Rank hold AZZ as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining AZZ Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 661 AZZ Inc shares in Q1 2023, an estimated $26.6K.
  • Sutton Wealth Advisors first reported a position in AZZ Inc in Q1 2016 and held it in 24 quarters.
  • Sutton Wealth Advisors's AZZ Inc position peaked at $40.3K in Q3 2016.
  • 176 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.