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TRUE Private Wealth Advisors’s AZZ Inc AZZ Stock Holding History

TRUE Private 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
2019
Q3 		– Sell
-50
Closed -$2K – 254
2019
Q2 		$2K Buy
+50
New +$2.24K ﹤0.01% 704
2018
Q4 		– Sell
-50
Closed -$2.54K – 289
2018
Q3 		$2.54K Buy
+50
New +$2.67K ﹤0.01% 994

Other funds holding AZZ

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TRUE Private Wealth Advisors's AZZ Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of AZZ Inc (AZZ) in Q3 2019, closing a stake of 50 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in AZZ in Q3 2018 and held it in 2 quarters. The position peaked at $2.54K in Q3 2018. 171 funds tracked by Wall St. Rank hold AZZ as of Q3 2019.

  • TRUE Private Wealth Advisors reported no remaining AZZ Inc position as of Q3 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 50 AZZ Inc shares in Q3 2019, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in AZZ Inc in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's AZZ Inc position peaked at $2.54K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.