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WR Wealth Planners’s AZZ Inc AZZ Stock Holding History

WR Wealth Planners’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
2024
Q4 		$10.4K Hold
127
– – ﹤0.01% 585
2024
Q3 		$10.5K Hold
127
– – ﹤0.01% 619
2024
Q2 		$9.81K Buy
+127
New +$9.93K ﹤0.01% 595

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

WR Wealth Planners's AZZ Position: Q4 2024 in Review

WR Wealth Planners held its AZZ Inc (AZZ) position steady in Q4 2024 at 127 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

WR Wealth Planners first reported a position in AZZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $10.5K in Q3 2024. 236 funds tracked by Wall St. Rank hold AZZ as of Q4 2024.

  • WR Wealth Planners held 127 shares of AZZ Inc worth $10.4K as of Q4 2024.
  • WR Wealth Planners left its AZZ Inc share count unchanged in Q4 2024.
  • AZZ Inc made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #585 holding.
  • WR Wealth Planners first reported a position in AZZ Inc in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's AZZ Inc position peaked at $10.5K in Q3 2024.
  • 236 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.