TrinityPoint Wealth’s The AZEK Co AZEK Stock Holding History

TrinityPoint Wealth’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 Q4	–	Sell	-10,130	Closed	-$474K	–	337
2024 Q3	$474K	Hold	10,130	–	–	0.07%	224
2024 Q2	$427K	Hold	10,130	–	–	0.07%	221
2024 Q1	$509K	Hold	10,130	–	–	0.08%	198
2023 Q4	$387K	Hold	10,130	–	–	0.07%	214
2023 Q3	$301K	Hold	10,130	–	–	0.06%	227
2023 Q2	$307K	Sell	10,130 -500	-5%	-$12.9K	0.06%	221
2023 Q1	$250K	Hold	10,630	–	–	0.05%	235
2022 Q4	$216K	Sell	10,630 -660	-6%	-$12.2K	0.05%	253
2022 Q3	$188K	Sell	11,290 -240	-2%	-$4.57K	0.04%	265
2022 Q2	$193K	Sell	11,530 -7,809	-40%	-$160K	0.04%	265
2022 Q1	$480K	Sell	19,339 -18,950	-49%	-$596K	0.09%	187
2021 Q4	$1.77M	Buy	38,289 +5,479	+17%	+$218K	0.31%	73
2021 Q3	$1.2M	Sell	32,810 -3,754	-10%	-$146K	0.23%	95
2021 Q2	$1.55M	Buy	36,564 +5,531	+18%	+$248K	0.32%	77
2021 Q1	$1.3M	Buy	+31,033	New	+$1.33M	0.3%	81

Other funds holding AZEK

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrinityPoint Wealth's AZEK Position: Q4 2024 in Review

TrinityPoint Wealth sold out of The AZEK Co (AZEK) in Q4 2024, closing a stake of 10,130 shares — an estimated $474K sold.

TrinityPoint Wealth first reported a position in AZEK in Q1 2021 and held it in 15 quarters. The position peaked at $1.77M in Q4 2021. 341 funds tracked by Wall St. Rank hold AZEK as of Q4 2024.

TrinityPoint Wealth reported no remaining The AZEK Co position as of Q4 2024 after selling out during the quarter.
TrinityPoint Wealth sold 10,130 The AZEK Co shares in Q4 2024, an estimated $474K.
TrinityPoint Wealth first reported a position in The AZEK Co in Q1 2021 and held it in 15 quarters.
TrinityPoint Wealth's The AZEK Co position peaked at $1.77M in Q4 2021.
341 funds tracked by Wall St. Rank held The AZEK Co as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.