Wealth Advisory Solutions’s The AZEK Co AZEK Stock Holding History

Wealth Advisory Solutions’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 Q3	$1.26M	Sell	34,553 -1,077	-3%	-$41.9K	0.28%	78
2021 Q2	$1.51M	Hold	35,630	–	–	0.36%	69
2021 Q1	$1K	Buy	+35,630	New	+$1.52M	﹤0.01%	120

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealth Advisory Solutions's AZEK Position: Q3 2021 in Review

Wealth Advisory Solutions reduced its The AZEK Co (AZEK) stake by 3% in Q3 2021, selling an estimated $41.9K and leaving 34,553 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #78.

Wealth Advisory Solutions first reported a position in AZEK in Q1 2021 and has held it in 3 quarters since. The position peaked at $1.51M in Q2 2021. 242 funds tracked by Wall St. Rank hold AZEK as of Q3 2021.

Wealth Advisory Solutions held 34,553 shares of The AZEK Co worth $1.26M as of Q3 2021.
Wealth Advisory Solutions sold 1,077 The AZEK Co shares in Q3 2021, an estimated $41.9K.
The AZEK Co made up 0.28% of Wealth Advisory Solutions's portfolio in Q3 2021, its #78 holding.
Wealth Advisory Solutions first reported a position in The AZEK Co in Q1 2021 and has held it in 3 quarters since.
Wealth Advisory Solutions's The AZEK Co position peaked at $1.51M in Q2 2021.
242 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.