TCI Wealth Advisors’s The AZEK Co AZEK Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-67	Closed	-$1.58K	–	399
2023 Q1	$1.58K	Buy	67 +1	+2%	+$24	﹤0.01%	2019
2022 Q4	$1.34K	Buy	66 +64	+3,200%	+$1.18K	﹤0.01%	2060
2022 Q3	$0	Buy	+2	New	+$38	﹤0.01%	2255
2022 Q2	–	Sell	-5	Closed	–	–	2276
2022 Q1	$0	Buy	+5	New	+$157	﹤0.01%	2228
2021 Q2	–	Sell	-64	Closed	-$3K	–	2317
2021 Q1	$3K	Buy	+64	New	+$2.74K	﹤0.01%	1490

Other funds holding AZEK

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Wealth Advisors's AZEK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of The AZEK Co (AZEK) in Q2 2023, closing a stake of 67 shares — an estimated $1.58K sold.

TCI Wealth Advisors first reported a position in AZEK in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 271 funds tracked by Wall St. Rank hold AZEK as of Q2 2023.

TCI Wealth Advisors reported no remaining The AZEK Co position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 67 The AZEK Co shares in Q2 2023, an estimated $1.58K.
TCI Wealth Advisors first reported a position in The AZEK Co in Q1 2021 and held it in 5 quarters.
TCI Wealth Advisors's The AZEK Co position peaked at $3K in Q1 2021.
271 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.