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Wealthspire Advisors (Maryland)’s AutoZone AZO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-228
Closed -$257K – 493
2020
Q2 		$257K Buy
+228
New +$240K 0.02% 368
2020
Q1 		– Sell
-208
Closed -$248K – 437
2019
Q4 		$248K Buy
208
+17
+9% +$19.6K 0.02% 423
2019
Q3 		$207K Sell
191
-128
-40% -$143K 0.02% 430
2019
Q2 		$351K Sell
319
-4
-1% -$4.21K 0.03% 317
2019
Q1 		$331K Sell
323
-23
-7% -$20.6K 0.03% 332
2018
Q4 		$290K Buy
346
+41
+13% +$32.9K 0.03% 330
2018
Q3 		$237K Buy
305
+70
+30% +$51.5K 0.02% 416
2018
Q2 		$158K Buy
235
+156
+197% +$101K 0.01% 531
2018
Q1 		$51K Sell
79
-23
-23% -$16.5K ﹤0.01% 973
2017
Q4 		$73K Buy
102
+15
+17% +$9.59K 0.01% 840
2017
Q3 		$52K Buy
87
+23
+36% +$12.3K 0.01% 964
2017
Q2 		$37K Sell
64
-384
-86% -$250K ﹤0.01% 1047
2017
Q1 		$324K Buy
448
+23
+5% +$17K 0.05% 274
2016
Q4 		$336K Sell
425
-21
-5% -$16.2K 0.05% 252
2016
Q3 		$395K Buy
+446
New +$347K 0.06% 213
2016
Q2 		– Hold
0
– – – 756
2016
Q1 		– Sell
-545
Closed -$412K – 704
2015
Q4 		$449K Buy
+545
New +$416K 0.08% 174

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AZO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of AutoZone (AZO) in Q3 2020, closing a stake of 228 shares — an estimated $257K sold.

Wealthspire Advisors (Maryland) first reported a position in AZO in Q4 2015 and held it in 16 quarters. The position peaked at $449K in Q4 2015. 709 funds tracked by Wall St. Rank hold AZO as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining AutoZone position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 228 AutoZone shares in Q3 2020, an estimated $257K.
  • Wealthspire Advisors (Maryland) first reported a position in AutoZone in Q4 2015 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s AutoZone position peaked at $449K in Q4 2015.
  • 709 funds tracked by Wall St. Rank held AutoZone as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.