WP
AZO icon

WealthShield Partners’s AutoZone AZO Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-23
Closed -$34K – 278
2021
Q2 		$34K Buy
23
+17
+283% +$24.6K 0.01% 553
2021
Q1 		$8K Sell
6
-210
-97% -$260K ﹤0.01% 847
2020
Q4 		$256K Buy
+216
New +$250K 0.05% 252

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WealthShield Partners's AZO Position: Q3 2021 in Review

WealthShield Partners sold out of AutoZone (AZO) in Q3 2021, closing a stake of 23 shares — an estimated $34K sold.

WealthShield Partners first reported a position in AZO in Q4 2020 and held it in 3 quarters. The position peaked at $256K in Q4 2020. 825 funds tracked by Wall St. Rank hold AZO as of Q3 2021.

  • WealthShield Partners reported no remaining AutoZone position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 23 AutoZone shares in Q3 2021, an estimated $34K.
  • WealthShield Partners first reported a position in AutoZone in Q4 2020 and held it in 3 quarters.
  • WealthShield Partners's AutoZone position peaked at $256K in Q4 2020.
  • 825 funds tracked by Wall St. Rank held AutoZone as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.