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AZEK
The AZEK Co
AZEK
AZEK
Delisted
AZEK was delisted on the 30th of June, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 301 |
CAL
301
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -24 | Closed |
|
| 302 |
HGWM
302
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -21 | Closed |
|
| 303 |
DI
303
Disciplined Investments
Tulsa,
Oklahoma
| – | +$41 | +2 | +40% |
|
| 304 |
SFG
304
Steward Financial Group
Colleyville,
Texas
| – | +$41 | +2 | New |
|
| 305 |
MPWT
305
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | +$205 | +10 | New |
|
| 306 |
CFO
306
CVA Family Office
Denver,
Colorado
| – | +$308 | +15 | New |
|
| 307 |
SC
307
Schubert & Co
Mckinney,
Texas
| – | +$349 | +17 | +243% |
|
| 308 |
JWA
308
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$513 | +25 | +1,250% |
|
| 309 |
BIA
309
Bell Investment Advisors
Oakland,
California
| – | +$534 | +26 | New |
|