VFA
AZZ icon

Valeo Financial Advisors’s AZZ Inc AZZ Stock Holding History

Valeo Financial 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
Q4 		– Sell
-89
Closed -$4K – 1625
2019
Q3 		$4K Hold
89
– – ﹤0.01% 1228
2019
Q2 		$4K Hold
89
– – ﹤0.01% 1246
2019
Q1 		$4K Hold
89
– – ﹤0.01% 1218
2018
Q4 		$4K Hold
89
– – ﹤0.01% 1120
2018
Q3 		$4K Hold
89
– – ﹤0.01% 1252
2018
Q2 		$5K Hold
89
– – ﹤0.01% 1118
2018
Q1 		$4K Hold
89
– – ﹤0.01% 1180
2017
Q4 		$5K Hold
89
– – ﹤0.01% 991
2017
Q3 		$4K Buy
+89
New +$4.43K ﹤0.01% 903

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valeo Financial Advisors's AZZ Position: Q4 2019 in Review

Valeo Financial Advisors sold out of AZZ Inc (AZZ) in Q4 2019, closing a stake of 89 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in AZZ in Q3 2017 and held it in 9 quarters. The position peaked at $5K in Q2 2018. 169 funds tracked by Wall St. Rank hold AZZ as of Q4 2019.

  • Valeo Financial Advisors reported no remaining AZZ Inc position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 89 AZZ Inc shares in Q4 2019, an estimated $4K.
  • Valeo Financial Advisors first reported a position in AZZ Inc in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's AZZ Inc position peaked at $5K in Q2 2018.
  • 169 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.