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AZO icon

Wealthfront’s AutoZone AZO Stock Holding History

Wealthfront’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
2018
Q2 		– Sell
-430
Closed -$279K – 503
2018
Q1 		$279K Buy
430
+143
+50% +$102K ﹤0.01% 451
2017
Q4 		$204K Buy
+287
New +$183K ﹤0.01% 492
2017
Q2 		– Sell
-542
Closed -$392K – 460
2017
Q1 		$392K Sell
542
-116
-18% -$85.9K 0.01% 275
2016
Q4 		$520K Buy
658
+25
+4% +$19.2K 0.01% 191
2016
Q3 		$486K Buy
633
+5
+0.8% +$3.89K 0.01% 181
2016
Q2 		$499K Buy
628
+24
+4% +$18.5K 0.01% 170
2016
Q1 		$481K Sell
604
-167
-22% -$126K 0.02% 154
2015
Q4 		$572K Sell
771
-20
-3% -$15.3K 0.02% 127
2015
Q3 		$573K Buy
791
+337
+74% +$239K 0.02% 121
2015
Q2 		$303K Buy
454
+25
+6% +$17.1K 0.01% 193
2015
Q1 		$293K Buy
429
+45
+12% +$28.3K 0.01% 164
2014
Q4 		$238K Buy
384
+109
+40% +$61.4K 0.01% 171
2014
Q3 		$140K Buy
275
+6
+2% +$3.16K 0.01% 223
2014
Q2 		$145K Buy
269
+103
+62% +$54.5K 0.01% 149
2014
Q1 		$89K Buy
+166
New +$86.1K 0.01% 144

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthfront's AZO Position: Q2 2018 in Review

Wealthfront sold out of AutoZone (AZO) in Q2 2018, closing a stake of 430 shares — an estimated $279K sold.

Wealthfront first reported a position in AZO in Q1 2014 and held it in 15 quarters. The position peaked at $573K in Q3 2015. 595 funds tracked by Wall St. Rank hold AZO as of Q2 2018.

  • Wealthfront reported no remaining AutoZone position as of Q2 2018 after selling out during the quarter.
  • Wealthfront sold 430 AutoZone shares in Q2 2018, an estimated $279K.
  • Wealthfront first reported a position in AutoZone in Q1 2014 and held it in 15 quarters.
  • Wealthfront's AutoZone position peaked at $573K in Q3 2015.
  • 595 funds tracked by Wall St. Rank held AutoZone as of Q2 2018.

Based on Wealthfront's 13F filing for Q2 2018, filed 10 Aug 2018.