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Wellspring Financial Advisors’s AutoZone AZO Stock Holding History

Wellspring Financial Advisors’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
Q2 		– Sell
-71
Closed -$224K – 152
2024
Q1 		$224K Buy
+71
New +$203K 0.04% 119

Other funds holding AZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellspring Financial Advisors's AZO Position: Q2 2024 in Review

Wellspring Financial Advisors sold out of AutoZone (AZO) in Q2 2024, closing a stake of 71 shares — an estimated $224K sold.

Wellspring Financial Advisors first reported a position in AZO in Q1 2024 and held it in 1 quarter. The position peaked at $224K in Q1 2024. 1,139 funds tracked by Wall St. Rank hold AZO as of Q2 2024.

  • Wellspring Financial Advisors reported no remaining AutoZone position as of Q2 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 71 AutoZone shares in Q2 2024, an estimated $224K.
  • Wellspring Financial Advisors first reported a position in AutoZone in Q1 2024 and held it in 1 quarter.
  • Wellspring Financial Advisors's AutoZone position peaked at $224K in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held AutoZone as of Q2 2024.

Based on Wellspring Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.