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Wellington Wealth Strategies’s AutoZone AZO Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$2.18M Sell
629
-128
-17% -$405K 1.99% 13
2024
Q3 		$2.28M Buy
+757
New +$2.32M 1.73% 18
2024
Q2 		– Sell
-561
Closed -$1.77M – 62
2024
Q1 		$1.77M Buy
+561
New +$1.6M 0.82% 33

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Wealth Strategies's AZO Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its AutoZone (AZO) stake by 17% in Q4 2024, selling an estimated $405K and leaving 629 shares worth $2.18M. The position accounts for 1.99% of the portfolio, ranked #13.

Wellington Wealth Strategies first reported a position in AZO in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.28M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold AZO as of Q4 2024.

  • Wellington Wealth Strategies held 629 shares of AutoZone worth $2.18M as of Q4 2024.
  • Wellington Wealth Strategies sold 128 AutoZone shares in Q4 2024, an estimated $405K.
  • AutoZone made up 1.99% of Wellington Wealth Strategies's portfolio in Q4 2024, its #13 holding.
  • Wellington Wealth Strategies first reported a position in AutoZone in Q1 2024 and has held it in 3 quarters since.
  • Wellington Wealth Strategies's AutoZone position peaked at $2.28M in Q3 2024.
  • 1,215 funds tracked by Wall St. Rank held AutoZone as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.