SWS
AZEK

SYSTM Wealth Solutions’s The AZEK Co AZEK Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-551
Closed -$23.2K – 137
2024
Q2 		$23.2K Sell
551
-72
-12% -$3.33K 0.01% 348
2024
Q1 		$31.3K Buy
623
+65
+12% +$2.83K ﹤0.01% 647
2023
Q4 		$21.3K Sell
558
-10,067
-95% -$314K ﹤0.01% 709
2023
Q3 		$316K Buy
10,625
+2,276
+27% +$71.5K 0.05% 354
2023
Q2 		$253K Buy
+8,349
New +$216K 0.03% 415

Other funds holding AZEK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SYSTM Wealth Solutions's AZEK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of The AZEK Co (AZEK) in Q3 2024, closing a stake of 551 shares — an estimated $23.2K sold.

SYSTM Wealth Solutions first reported a position in AZEK in Q2 2023 and held it in 5 quarters. The position peaked at $316K in Q3 2023. 341 funds tracked by Wall St. Rank hold AZEK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining The AZEK Co position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 551 The AZEK Co shares in Q3 2024, an estimated $23.2K.
  • SYSTM Wealth Solutions first reported a position in The AZEK Co in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's The AZEK Co position peaked at $316K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.