AZEK AZEK CO INC

Ownership history in TrinityPoint Wealth, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in AZEK CO INC (AZEK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.32% (2021 Q2)
Avg. % of fund
0.12%
First filed
2021 Q1
Last filed
2024 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 10,130 0% 0.07% $474K
2024 Q2 UNCHANGED 10,130 0% 0.07% $427K
2024 Q1 UNCHANGED 10,130 0% 0.08% $509K
2023 Q4 UNCHANGED 10,130 0% 0.07% $387K
2023 Q3 UNCHANGED 10,130 0% 0.06% $301K
2023 Q2 REDUCED 10,130 -500 -4.7% 0.06% $307K
2023 Q1 UNCHANGED 10,630 0% 0.05% $250K
2022 Q4 REDUCED 10,630 -660 -5.8% 0.05% $216K
2022 Q3 REDUCED 11,290 -240 -2.1% 0.04% $188K
2022 Q2 REDUCED 11,530 -7,809 -40.4% 0.04% $193K
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)

Other funds also holding AZEK

As of 2025 Q4 — sorted by position size

CAROLINAS WEALTH CONSULTING LLC 3Y 0.0%
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