WAM
AZZ icon

Wealthspire Advisors (Maryland)’s AZZ Inc AZZ Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-81
Closed -$3K – 601
2019
Q1 		$3K Hold
81
– – ﹤0.01% 1973
2018
Q4 		$3K Buy
81
+15
+23% +$678 ﹤0.01% 1913
2018
Q3 		$3K Buy
66
+6
+10% +$320 ﹤0.01% 2000
2018
Q2 		$3K Buy
60
+12
+25% +$532 ﹤0.01% 1977
2018
Q1 		$2K Buy
48
+16
+50% +$716 ﹤0.01% 2133
2017
Q4 		$2K Buy
32
+16
+100% +$757 ﹤0.01% 2088
2017
Q3 		$1K Buy
+16
New +$796 ﹤0.01% 2062

Other funds holding AZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AZZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AZZ Inc (AZZ) in Q2 2019, closing a stake of 81 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in AZZ in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 167 funds tracked by Wall St. Rank hold AZZ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AZZ Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 81 AZZ Inc shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in AZZ Inc in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s AZZ Inc position peaked at $3K in Q1 2019.
  • 167 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.