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SYSTM Wealth Solutions’s AutoZone AZO Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-626
Closed -$1.97M – 690
2024
Q1 		$1.97M Sell
626
-18
-3% -$51.5K 0.25% 120
2023
Q4 		$1.67M Sell
644
-32
-5% -$83K 0.23% 127
2023
Q3 		$1.72M Sell
676
-54
-7% -$136K 0.26% 104
2023
Q2 		$1.82M Buy
730
+21
+3% +$53.6K 0.25% 113
2023
Q1 		$1.74M Buy
709
+1
+0.1% +$2.44K 0.27% 97
2022
Q4 		$1.75M Buy
+708
New +$1.71M 0.22% 131

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

SYSTM Wealth Solutions's AZO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of AutoZone (AZO) in Q2 2024, closing a stake of 626 shares — an estimated $1.97M sold.

SYSTM Wealth Solutions first reported a position in AZO in Q4 2022 and held it in 6 quarters. The position peaked at $1.97M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold AZO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining AutoZone position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 626 AutoZone shares in Q2 2024, an estimated $1.97M.
  • SYSTM Wealth Solutions first reported a position in AutoZone in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's AutoZone position peaked at $1.97M in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held AutoZone as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.