WBI Investments’s AZZ Inc AZZ Stock Holding History

WBI Investments’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	-7,106	Closed	-$310K	–	193
2019 Q3	$310K	Buy	+7,106	New	+$311K	0.03%	180
2015 Q4	–	Sell	-61,256	Closed	-$2.98M	–	208
2015 Q3	$2.98M	Buy	+61,256	New	+$3.15M	0.1%	90

Other funds holding AZZ

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WBI Investments's AZZ Position: Q4 2019 in Review

WBI Investments sold out of AZZ Inc (AZZ) in Q4 2019, closing a stake of 7,106 shares — an estimated $310K sold.

WBI Investments first reported a position in AZZ in Q3 2015 and held it in 2 quarters. The position peaked at $2.98M in Q3 2015. 169 funds tracked by Wall St. Rank hold AZZ as of Q4 2019.

WBI Investments reported no remaining AZZ Inc position as of Q4 2019 after selling out during the quarter.
WBI Investments sold 7,106 AZZ Inc shares in Q4 2019, an estimated $310K.
WBI Investments first reported a position in AZZ Inc in Q3 2015 and held it in 2 quarters.
WBI Investments's AZZ Inc position peaked at $2.98M in Q3 2015.
169 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2019.

Based on WBI Investments's 13F filing for Q4 2019, filed 10 Feb 2020.