TWC
AZIO

TD Waterhouse Canada’s Azio AI Holdings AZIO Stock Holding History

TD Waterhouse Canada’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-208
Closed -$6.32K – 1761
2022
Q4 		$6.32K Hold
208
– – ﹤0.01% 1301
2022
Q3 		$12.7K Buy
+208
New +$10.4K ﹤0.01% 1187

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TD Waterhouse Canada's AZIO Position: Q1 2023 in Review

TD Waterhouse Canada sold out of Azio AI Holdings (AZIO) in Q1 2023, closing a stake of 208 shares — an estimated $6.32K sold.

TD Waterhouse Canada first reported a position in AZIO in Q3 2022 and held it in 2 quarters. The position peaked at $12.7K in Q3 2022. 15 funds tracked by Wall St. Rank hold AZIO as of Q1 2023.

  • TD Waterhouse Canada reported no remaining Azio AI Holdings position as of Q1 2023 after selling out during the quarter.
  • TD Waterhouse Canada sold 208 Azio AI Holdings shares in Q1 2023, an estimated $6.32K.
  • TD Waterhouse Canada first reported a position in Azio AI Holdings in Q3 2022 and held it in 2 quarters.
  • TD Waterhouse Canada's Azio AI Holdings position peaked at $12.7K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Azio AI Holdings as of Q1 2023.

Based on TD Waterhouse Canada's 13F filing for Q1 2023, filed 13 Nov 2023.