TWP
AZEK

Triad Wealth Partners’s The AZEK Co AZEK Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-126
Closed -$5.31K – 120
2024
Q2 		$5.31K Buy
+126
New +$5.83K ﹤0.01% 554

Other funds holding AZEK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Triad Wealth Partners's AZEK Position: Q3 2024 in Review

Triad Wealth Partners sold out of The AZEK Co (AZEK) in Q3 2024, closing a stake of 126 shares — an estimated $5.31K sold.

Triad Wealth Partners first reported a position in AZEK in Q2 2024 and held it in 1 quarter. The position peaked at $5.31K in Q2 2024. 341 funds tracked by Wall St. Rank hold AZEK as of Q3 2024.

  • Triad Wealth Partners reported no remaining The AZEK Co position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 126 The AZEK Co shares in Q3 2024, an estimated $5.31K.
  • Triad Wealth Partners first reported a position in The AZEK Co in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's The AZEK Co position peaked at $5.31K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.