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Wealth Alliance’s AutoZone AZO Stock Holding History

Wealth Alliance’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-103
Closed -$253K – 512
2023
Q1 		$253K Sell
103
-57
-36% -$139K 0.04% 413
2022
Q4 		$395K Buy
160
+7
+5% +$16.9K 0.07% 273
2022
Q3 		$327K Sell
153
-8
-5% -$17.4K 0.06% 301
2022
Q2 		$346K Buy
161
+31
+24% +$63.8K 0.07% 285
2022
Q1 		$266K Buy
130
+32
+33% +$62.5K 0.05% 352
2021
Q4 		$205K Buy
+98
New +$182K 0.04% 426

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Alliance's AZO Position: Q2 2023 in Review

Wealth Alliance sold out of AutoZone (AZO) in Q2 2023, closing a stake of 103 shares — an estimated $253K sold.

Wealth Alliance first reported a position in AZO in Q4 2021 and held it in 6 quarters. The position peaked at $395K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold AZO as of Q2 2023.

  • Wealth Alliance reported no remaining AutoZone position as of Q2 2023 after selling out during the quarter.
  • Wealth Alliance sold 103 AutoZone shares in Q2 2023, an estimated $253K.
  • Wealth Alliance first reported a position in AutoZone in Q4 2021 and held it in 6 quarters.
  • Wealth Alliance's AutoZone position peaked at $395K in Q4 2022.
  • 1,045 funds tracked by Wall St. Rank held AutoZone as of Q2 2023.

Based on Wealth Alliance's 13F filing for Q2 2023, filed 2 Aug 2023.