TSWM
AZEK

Tyler-Stone Wealth Management’s The AZEK Co AZEK Stock Holding History

Tyler-Stone Wealth Management’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
-167
Closed -$7.04K – 354
2024
Q2 		$7.04K Sell
167
-67
-29% -$3.1K ﹤0.01% 701
2024
Q1 		$11.8K Hold
234
– – 0.01% 630
2023
Q4 		$8.95K Hold
234
– – ﹤0.01% 651
2023
Q3 		$7K Hold
234
– – ﹤0.01% 659
2023
Q2 		$7K Buy
+234
New +$6.05K ﹤0.01% 659

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

Tyler-Stone Wealth Management's AZEK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of The AZEK Co (AZEK) in Q3 2024, closing a stake of 167 shares — an estimated $7.04K sold.

Tyler-Stone Wealth Management first reported a position in AZEK in Q2 2023 and held it in 5 quarters. The position peaked at $11.8K in Q1 2024. 341 funds tracked by Wall St. Rank hold AZEK as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining The AZEK Co position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 167 The AZEK Co shares in Q3 2024, an estimated $7.04K.
  • Tyler-Stone Wealth Management first reported a position in The AZEK Co in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's The AZEK Co position peaked at $11.8K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.