U.S. Capital Wealth Advisors’s The AZEK Co AZEK Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-300	Closed	-$6.1K	–	707
2022 Q4	$6.1K	Sell	300 -11,955	-98%	-$221K	﹤0.01%	1348
2022 Q3	$204K	Sell	12,255 -73,200	-86%	-$1.39M	0.01%	590
2022 Q2	$1.43M	Buy	85,455 +15,550	+22%	+$319K	0.06%	285
2022 Q1	$1.74M	Buy	69,905 +58,830	+531%	+$1.85M	0.06%	292
2021 Q4	$512K	Buy	+11,075	New	+$441K	0.02%	505

Other funds holding AZEK

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

U.S. Capital Wealth Advisors's AZEK Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of The AZEK Co (AZEK) in Q1 2023, closing a stake of 300 shares — an estimated $6.1K sold.

U.S. Capital Wealth Advisors first reported a position in AZEK in Q4 2021 and held it in 5 quarters. The position peaked at $1.74M in Q1 2022. 241 funds tracked by Wall St. Rank hold AZEK as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining The AZEK Co position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 300 The AZEK Co shares in Q1 2023, an estimated $6.1K.
U.S. Capital Wealth Advisors first reported a position in The AZEK Co in Q4 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's The AZEK Co position peaked at $1.74M in Q1 2022.
241 funds tracked by Wall St. Rank held The AZEK Co as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.