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West Branch Capital’s AutoZone AZO Stock Holding History

West Branch Capital’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
Q3 		– Hold
0
– – – 471
2022
Q1 		– Sell
-12
Closed -$25K – 428
2021
Q4 		$25K Hold
12
– – 0.01% 244
2021
Q3 		$20K Hold
12
– – 0.01% 241
2021
Q2 		$18K Buy
+12
New +$17.4K 0.01% 254

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

West Branch Capital's AZO Position: Q3 2024 in Review

West Branch Capital held its AutoZone (AZO) position steady in Q3 2024 at 0 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #471.

West Branch Capital first reported a position in AZO in Q2 2021 and has held it in 3 quarters since. The position peaked at $25K in Q4 2021. 1,161 funds tracked by Wall St. Rank hold AZO as of Q3 2024.

  • West Branch Capital held 0 shares of AutoZone worth $189 as of Q3 2024.
  • West Branch Capital left its AutoZone share count unchanged in Q3 2024.
  • AutoZone made up ﹤0.01% of West Branch Capital's portfolio in Q3 2024, its #471 holding.
  • West Branch Capital first reported a position in AutoZone in Q2 2021 and has held it in 3 quarters since.
  • West Branch Capital's AutoZone position peaked at $25K in Q4 2021.
  • 1,161 funds tracked by Wall St. Rank held AutoZone as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.