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TCI Wealth Advisors’s AZZ Inc AZZ Stock Holding History

TCI 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
Q2 		– Sell
-95
Closed -$3.92K – 402
2023
Q1 		$3.92K Hold
95
– – ﹤0.01% 1702
2022
Q4 		$3.82K Sell
95
-143
-60% -$5.62K ﹤0.01% 1703
2022
Q3 		$9K Hold
238
– – ﹤0.01% 1054
2022
Q2 		$10K Buy
238
+143
+151% +$6.42K ﹤0.01% 988
2022
Q1 		$5K Hold
95
– – ﹤0.01% 1499
2021
Q4 		$5K Hold
95
– – ﹤0.01% 1624
2021
Q3 		$5K Hold
95
– – ﹤0.01% 1550
2021
Q2 		$5K Hold
95
– – ﹤0.01% 1404
2021
Q1 		$5K Hold
95
– – ﹤0.01% 1220
2020
Q4 		$5K Hold
95
– – ﹤0.01% 847
2020
Q3 		$3K Hold
95
– – ﹤0.01% 915
2020
Q2 		$3K Buy
95
+31
+48% +$948 ﹤0.01% 869
2020
Q1 		$2K Buy
64
+30
+88% +$1.15K ﹤0.01% 975
2019
Q4 		$2K Buy
+34
New +$1.39K ﹤0.01% 1102

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCI Wealth Advisors sold out of AZZ Inc (AZZ) in Q2 2023, closing a stake of 95 shares — an estimated $3.92K sold.

TCI Wealth Advisors first reported a position in AZZ in Q4 2019 and held it in 14 quarters. The position peaked at $10K in Q2 2022. 183 funds tracked by Wall St. Rank hold AZZ as of Q2 2023.

  • TCI Wealth Advisors reported no remaining AZZ Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 95 AZZ Inc shares in Q2 2023, an estimated $3.92K.
  • TCI Wealth Advisors first reported a position in AZZ Inc in Q4 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's AZZ Inc position peaked at $10K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2023.

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