VFA
AZEK

Valeo Financial Advisors’s The AZEK Co AZEK Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-15
Closed -$1K – 633
2021
Q1 		$1K Hold
15
– – ﹤0.01% 1864
2020
Q4 		$1K Buy
+15
New +$542 ﹤0.01% 1561

Other funds holding AZEK

AM
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
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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's AZEK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of The AZEK Co (AZEK) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in AZEK in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 249 funds tracked by Wall St. Rank hold AZEK as of Q2 2021.

  • Valeo Financial Advisors reported no remaining The AZEK Co position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 15 The AZEK Co shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in The AZEK Co in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's The AZEK Co position peaked at $1K in Q1 2021.
  • 249 funds tracked by Wall St. Rank held The AZEK Co as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.