WealthPLAN Partners’s AutoZone AZO Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-43	Closed	-$107K	–	371
2023 Q2	$107K	Sell	43 -1	-2%	-$2.55K	0.02%	389
2023 Q1	$108K	Buy	+44	New	+$107K	0.01%	406
2016 Q3	$2.28K	Sell	3 -3	-50%	-$2.33K	﹤0.01%	839
2016 Q2	$2.38K	Buy	+6	New	+$4.62K	﹤0.01%	2211

Other funds holding AZO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPLAN Partners's AZO Position: Q3 2023 in Review

WealthPLAN Partners sold out of AutoZone (AZO) in Q3 2023, closing a stake of 43 shares — an estimated $107K sold.

WealthPLAN Partners first reported a position in AZO in Q2 2016 and held it in 4 quarters. The position peaked at $108K in Q1 2023. 1,041 funds tracked by Wall St. Rank hold AZO as of Q3 2023.

WealthPLAN Partners reported no remaining AutoZone position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 43 AutoZone shares in Q3 2023, an estimated $107K.
WealthPLAN Partners first reported a position in AutoZone in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's AutoZone position peaked at $108K in Q1 2023.
1,041 funds tracked by Wall St. Rank held AutoZone as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.