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WealthSource Partners’s AutoZone AZO Stock Holding History

WealthSource 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
Q4 		$672K Buy
260
+8
+3% +$20.7K 0.04% 257
2023
Q3 		$640K Buy
252
+7
+3% +$17.6K 0.04% 262
2023
Q2 		$611K Buy
+245
New +$625K 0.04% 272

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthSource Partners's AZO Position: Q4 2023 in Review

WealthSource Partners increased its AutoZone (AZO) stake by 3.2% in Q4 2023, buying an estimated $20.7K and bringing the position to 260 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #257.

WealthSource Partners first reported a position in AZO in Q2 2023 and has held it in 3 quarters since. 1,108 funds tracked by Wall St. Rank hold AZO as of Q4 2023.

  • WealthSource Partners held 260 shares of AutoZone worth $672K as of Q4 2023.
  • WealthSource Partners bought 8 AutoZone shares in Q4 2023, an estimated $20.7K.
  • AutoZone made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #257 holding.
  • WealthSource Partners first reported a position in AutoZone in Q2 2023 and has held it in 3 quarters since.
  • 1,108 funds tracked by Wall St. Rank held AutoZone as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.