Total Clarity Wealth Management’s AZZ Inc AZZ Stock Holding History

Total Clarity Wealth Management’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 Q1	–	Sell	-5,500	Closed	-$221K	–	183
2022 Q4	$221K	Hold	5,500	–	–	0.11%	206
2022 Q3	$201K	Hold	5,500	–	–	0.13%	221
2022 Q2	$225K	Hold	5,500	–	–	0.12%	181
2022 Q1	$265K	Hold	5,500	–	–	0.15%	176
2021 Q4	$304K	Hold	5,500	–	–	0.14%	159
2021 Q3	$293K	Hold	5,500	–	–	0.14%	164
2021 Q2	$285K	Hold	5,500	–	–	0.16%	164
2021 Q1	$277K	Hold	5,500	–	–	0.16%	140
2020 Q4	$261K	Buy	+5,500	New	+$223K	0.18%	128

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Total Clarity Wealth Management's AZZ Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of AZZ Inc (AZZ) in Q1 2023, closing a stake of 5,500 shares — an estimated $221K sold.

Total Clarity Wealth Management first reported a position in AZZ in Q4 2020 and held it in 9 quarters. The position peaked at $304K in Q4 2021. 176 funds tracked by Wall St. Rank hold AZZ as of Q1 2023.

Total Clarity Wealth Management reported no remaining AZZ Inc position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 5,500 AZZ Inc shares in Q1 2023, an estimated $221K.
Total Clarity Wealth Management first reported a position in AZZ Inc in Q4 2020 and held it in 9 quarters.
Total Clarity Wealth Management's AZZ Inc position peaked at $304K in Q4 2021.
176 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.